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Our Services
Our core business is "Service"
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Saving Plans
We believe everyone holding a savings or investment plan should be able to receive regular updates on what is happening with their money free of charge. This is the least people should expect from their financial advisory firm in the 21st century. Only where a Client chooses additional advisory services do we charge fees.
Investment Plans
Service and advice on single premium, portfolio bond, pension and 'wrapper'* platforms. Just Service clients receive investment summaries, performance alerts, news and investment updates. This is done via our proprietary service platform, Genius, which delivers focused and clear service via mobile app, email and client portal.
Pension & Retirement
Service and advice on insurance based offshore personal pensions/retirement plans*. Just Service clients receive investment summaries, performance alerts, news and investment updates. This is done via our proprietary service platform, Genius, which delivers focused and clear service via mobile app, email and client portal.
*All advice is strictly limited to investment assets held within investment linked savings, investment and pension plans.
Other services on request
Financial Planning
Once you feel comfortable with our service delivery, you may wish to request your Just Service adviser to provide financial planning assistance. Increasingly, expatriates and those with assets or family offshore, seek professional advice on such things as education plans for children, raising money for property investment or buying a business. The financial planning process involves defining goals and putting in place plans to grow, manage or protect your wealth, family and/or business partners.
Offshore Investment Property/Real Estate
We understand that a well-diversified investment portfolio* includes property to complement your other investments*. Therefore we work with select partners in providing investment real estate across the globe. Currently, most demand comes for property investment in London and Australia. In addition to those two places, we can help you with high yield rental properties in Manchester, Thailand and New Zealand.
Protection
While growing your wealth, it is vitally important you protect your loved ones. Upon request, a Just Service adviser will research the most suitable life, health, critical illness and income protection products to ensure that if the worst happens your family and/or your business partners are financially protected.
Qualifying Recognised Overseas Pension Schemes (QROPS)/Trusts
Have you ever worked in the UK and paid into a UK pension? If you have, the pension monies remain there leaving you exposed to UK taxes potentially now and in the future. If this applies to you please contact a Just Service adviser who will give you impartial advice on the suitability and/or viability of moving your UK pension. Potential benefits include reduced tax liability, estate planning opportunities, greater investment choice and consolidation.
Asset holding structures such as Trusts & offshore companies
We understand that a well-diversified investment portfolio* includes property to complement your other investments*. Therefore we work with select partners in providing investment real estate across the globe. Currently, most demand comes for property investment in London and Australia. In addition to those two places, we can help you with high yield rental properties in Manchester, Thailand and New Zealand.
While growing your wealth, it is vitally important you protect your loved ones. Upon request, a Just Service adviser will research the most suitable life, health, critical illness and income protection products to ensure that if the worst happens your family and/or your business partners are financially protected.
Asset Protection for Business Owners & High Net Worth Individuals
*All advice is strictly limited to investment assets held within investment linked savings, investment and pension plans.