Services for Accountants – How We Work With You
We aim to form long term relationships with professional firms by meeting the needs of their clients for a quality, professional investment management service. We are also committed to providing the same standard of service and support to those professional firms with whom we work.
Joint Client Meetings
We are very happy to attend client meetings. This may be an initial presentation about our services or a review of progress on the portfolio.
Existing Portfolio Reviews
The decision of whether to change the investment manager on an existing portfolio can be a complex one. We can assist you and your clients by providing a written report reviewing their existing investment strategy covering performance, risk alignment and level of diversification.
Client Cash Flow Planning
To assist your client with setting their long term investment goals we can provide a cash flow illustration to highlight prospective portfolio values under a range of assumptions for future returns and potential additions or withdrawals.
Our commitment to service includes running client seminars at least each year to keep your clients up to date with our longer term views on the markets.
In addition, your client will receive a monthly newsletter to keep them up-to-date with our views on equity and bond markets. (Prospect was short listed in the Best Newsletter category for the City of London Wealth Management Awards 2015, 2016 & 2017).
Your client will have online access to our secure online Investor Access service, which will provide valuations as the previous night’s close of business and the transactions for the last two years.
Brochures and sales aids are available to help you present our investment solution to your clients. In many instances this material can be jointly branded.
At the end of every year we can prepare a comprehensive tax pack, including:
- clients’ schedules of all dividends and interest received during the year;
- a schedule of acquisitions and disposals of shares for capital gains tax returns;
- an estimated capital gains calculation detailing realised losses and gains within the current tax year (there is a charge for this service).