| Perfect Day is a growing financial management consultancy. We empower our clients by educating and inspiring them in all aspects of financial planning, wealth management, property investment, and provide them with experts in legal and accountancy matters.
Our Promise To Our Clients:
• Look at where they are and where they want to go
• Establish their priorities and create a plan of action
• Give them the tools to make better choices
• Keep their finances on-track How we work
Perfect Day's unique approach to financial advice is to create a one-stop-shop for our clients. We provide a holistic service specifically designed to educate and provide direction for our clients. This enables you to make the best financial choices in order to meet your needs.
Perfect Day operates on a retainer basis. After an initial meeting and an in-depth review of your current financial position, your dedicated consultant will devise a plan of action to help you achieve your goals. The extent of activity required from us and our team of specialists (internal or external), combined with how ‘hands on' or ‘hands off' you want to be, will determine the level of retainer you require.
As a part of the retainer service, we will meet with you regularly to monitor your financial progress, and we proactively work behind the scenes to provide you with forward thinking solutions and new, innovative opportunities to enhance your financial position.
Our clients
The majority of our clients are referred to us by existing clients and suppliers. Some have never asked for help before whilst others have been accustomed to the services of an independent financial advisor; some have only ever sought the advice of their bank whilst others are high net worth individuals looking to maximise their portfolios with sophisticated investments.
Perfect Day offers our clients a first class service. Our clients clearly agree. so please look at our testimonials.
Our 'whole of market approach' is essential as our clients have an assortment of financial backgrounds; no one type is typical. They range from people in their vulnerable years with relatively low incomes and high protection needs to the anxious years where earning power is peaking, mortgages are nearly paid off and children are more likely to be financially independent leaving them with high disposable incomes to high net worth individuals who need guidance for setting up trusts.
Whatever their financial circumstances, our objective is to empower, inform and excite our clients by giving them the necessary facts and tools that enable them to make better personal, lifestyle and financial choices. Our team
Like our clients, our consultants come from a myriad of backgrounds.
Throughout their career with Perfect Day, our consultants are supported by:
Specially configured technology to help them manage client portfolios efficiently and effectively
Research and administration staff to examine competitive opportunities matching client needs
A group of external specialists who work with us to enable our clients to achieve their goals - they include mortgage brokers, solicitors, accountants, stockbrokers and property advisor What is right for you...
Here is an outline guide to everything we offer, to both the individual and to the small to medium business owner.
For the individual: the best way to plan your finances and create wealth may seem like a labyrinth - especially when you are starting out. From among all the financial products and services, some may be right for you, others not. We want you to know with certainty what each product is about - and we will spend as much time as you need discussing the benefits, downsides and risks in detail.
For the small to medium business owner: many of our products and services will be right for you as individuals. But, in addition, we will create packages to help you grow your business, protect your shareholding and key employee expertise, and deliver employee benefits such as wellness and occupational health programmes. We know that each package will be different - tailored to the specific needs of your business, and with varying priorities over time as your business develops.
For individual services
Call: Rob Lyon
Tel: 020 7400 1923
Email:
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For corporate services
Call: Malcolm Campbell
Tel: 020 7400 1964
Email:
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Why?
Whether you have a good grip of your finances or you are in a day-to-day struggle, financial planning is an indispensable tool in today's economy.
Everyone has goals and ambitions which they wish to achieve, but to realise them it needs a plan.
According to a study undertaken by the Independent, "Last year, the savings ratio hit a 50-year low at the same time levels of indebtedness broke all-time records. And to make things worse, everyone's living a lot longer.
By the time we reach the age of 65, we're now expected to live another 17 to 20 years, depending on our sex. Yet most people are not putting nearly enough money into their pension to finance such a long retirement, meaning millions of people are going to need to work much longer or live a much more humble existence in their old age than they might have hoped."
Source: www.independent.co.uk/money/invest-save/james-daley-why-are-the-british-bad-with-money-782941.html When?
If you can make it a regular habit to review your financial situation, the long term goals you are aiming for can be achieved:
The earlier you start saving, no matter how little, the more money you will have to accomplish your goals.
Protect your financial stability, and that of your family's
Be better informed to exert maximum exposure to opportunities in financial markets
Make plans today to maintain or increase your standard of living after retirement
Don't put it off until next month, start today. How?
Call us to arrange a meeting with a consultant:
020 7400 8600
Send us an email and we will call you straight back:
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Drop in to our offices near Farringdon tube:
Clerkenwell House, 67 Clerkenwell Rd, London, EC1R 5BL |
