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Delivering financial aspirations to individuals
The essence of the Foster Denovo Private Wealth team is to help make it easier for you to manage and protect your wealth. To do this you will need detailed financial planning advice, and we can help to provide you with exactly that.
Do you share any of the following financial aspirations? A desire to:
- grow your capital and increase your net worth;
- protect your family’s assets from inflation;
- pass your wealth on to your family;
- enjoy the capital you have accumulated;
- plan for key life events, such as your child’s education; and
- ensure your financial events are as tax efficient as possible.
If you own your own business or have complex financial affairs, you should speak to one of our specialist Private Wealth advisers. Steeped in entrepreneurial spirit and fully equipped to deliver your financial goals and objectives, our job is to help you make the most of your wealth.
The value of your investment can go down as well as up and you may not get back the full amount invested. The Financial Conduct Authority does not regulate taxation and trust advice.
- How we work with you
We aim to work with you to create a bespoke financial plan designed to deliver your financial ambitions and aspirations through tailored strategies, decisive actions and first class ongoing service. These will help you realise your longer term financial goals, whether complex or straightforward.
Our advice process starts by developing a deep understanding of your current financial situation and your innermost needs and desires. This meeting is at no cost to you and if our service is not for you, there’s nothing to pay and nothing more to do.
Having a deep understanding of your financial aspirations will help us to draw up detailed proposals in a strategy report, for us to discuss and take forward together. It’s the beginning of a relationship based on trust, a joint commitment to realising your goals.
We use sophisticated lifetime financial forecasting tools. These will allow us to create a personalised visual plan, demonstrating your assets and cash flow throughout your entire life, enabling you to make immediate decisions about your financial future. We also specialise in trust and estate planning to help ensure that you are able to pass your wealth on to your family.
Once a plan is in place, we will review, monitor and report on the changes in your life and in legislation, so you stay on target to achieve your financial ambitions.
- Service matters
- an annual review meeting with your Private Wealth adviser, where we will review your plan and any progress made;
- ongoing administration of your financial affairs;
- unlimited access to your Private Wealth adviser and support team by email and phone;
- priority response, we aim to return your calls within 24 hours, if not sooner; and
- taking the complexity out of administering your financial life.
Providing an exceptional ongoing experience is vital in maintaining a successful long term relationship. This is one of the reasons we have a specialist administrative team to provide a dedicated point of contact for our Private Wealth clients. They are focused on delivering an outstanding service to ensure that every aspect of your financial life runs smoothly.
We believe that ongoing advice, financial coaching and reviews of your financial goals and strategies are essential to help ensure arrangements currently in place continue to meet your objectives.
Our Quantum client Review service is designed to create real value for you, and includes:
Neil Buckley – Director, Foresight Advisors Limited
“It is seven years since I appointed André to manage my finances (including my pension fund) and more importantly those of my wife. Our goal was good steady growth with low risk and he has not let us down. I had known André in a business capacity in relation to mutual clients for some years before then and his calm, professional manner advising me or our mutual clients had always impressed me. He has consistently put the client first and worked tirelessly to ensure the client gets the very best service. I have happily referred others to him. He is backed by a very strong, principled firm who are innovative without being risk takers and the combination means I am happy to entrust my financial future to André.”
David Roche – Former Group Sales and Trade Marketing Director at HarperCollins Publishing
“André was recommended to me when I was looking for serious financial advice getting on for eight years ago. Not only have André’s advice and professional services provided an excellent return on the funds invested but he and Foster Denovo have provided clarity and control over them that has given me both security and confidence. He is switched on, professional, pro-active and great to do business with. Top qualities: Great results, good value, high integrity.”
Laurence Fromberg – Partner, MHI Accountants
“I have known André for approximately 25 years, during which time I have referred him to many of my clients. He has always acted in an extremely professional manner and I have never received anything other than positive feedback. André has always provided an excellent service, spending time to get to know my clients and offering advice and direction. His emphasis has always been on quality and speed of service and he has certainly never failed to deliver. During this period André has also managed my own financial affairs and his advice and support have been paramount in enabling me to achieve the goals I set some 15 years ago.”
Martin Cantor – Company Secretary, James Hampden International Insurance Brokers
“André Jordache has supported James Hampden International, and its predecessor firm James Hampden Insurance Brokers over many years and has been a valuable source of help and advice to the Directors, companies and staff alike. Through his firm, Foster Denovo, André has been instrumental in giving guidance on all pensions matters and in establishing best practice for us all.”
Keiron Ferguson – RWE Supply & Trading
“I have known David S for over 10 years and in that time he has managed the majority of my financial assets. I feel that David S fully understands my goals and risk appetite, which have naturally changed over this period. David S is highly professional and manages my portfolio proactively and I trust his advice – I am confident that he and his company represent my best interests, based on our agreed approach to markets. I have, and continue to, recommend him to my friends.”
Andrew McGuinness – CEO, BMB
“I’ve worked with David S for over ten years and over that period he has consistently demonstrated that he is perceptive, professional and above all patient. My wife and I particularly value his ability to listen hard and translate our life goals into financial plans.”
Steven Scott – Partner at Penta Capital
“Dave Wilkinson has looked after my financial affairs for the last few years, a period in which market volatility has made it difficult for clients to assess where best to invest their funds. Dave’s advice has been consistent and very dependable and he has assisted me greatly in achieving my objectives of diversification, tax efficiency and income and capital growth. In recent years, I have had numerous approaches from the IFA and private client world and, as a private equity manager, like to think I am worldly aware of financial investment opportunities, but Dave’s proactive approach has certainly added to the value of my portfolio through good common sense and well organised (but not hardsell) advice for the medium and longer term. I’d be delighted to recommend Dave’s style and approach to any individual seeking an adviser in the area of wealth and portfolio management.”