New Client Presentation

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An breif overview of the company, our services and our fees

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  • The key here is to how we work with our clients to understand what it is they value, then deliver to that value & ensure they recognise that have they received that value. All too often I.F.A’s take instructions to source a product and that I.F.A’s works on that brief and does nothing to question the reasoning behind the request and the broader picture. They therefore struggle to demonstrate value in many instances as they haven’t provided it! So at outset the Consultant needs to explore the motives and the bigger picture, then question & challenge the clients views, plans and needs. Then they need to appeal to the more emotive needs and show how they have done this throughout the process. Here value is established, delivered & demonstrated and repeat business is forthcoming
  • New Client Presentation

    1. 1. An Introduction to Merchant Cavendish Young
    2. 2. <ul><li>Agenda </li></ul><ul><li>Who we are? </li></ul><ul><li>What we offer? </li></ul><ul><li>How we do it? </li></ul><ul><li>How we get paid? </li></ul><ul><li>What are the Client benefits? </li></ul><ul><li>What do we do next? </li></ul>
    3. 3. Our Vision <ul><li>We aim to be the key “ trusted advisor ” for our clients helping them to realise their ambitions and goals. </li></ul><ul><li>We achieve this by delivering excellence in our financial planning service through our Team who are knowledgeable, professional and passionate. </li></ul><ul><li>Our service is delivered with honesty, integrity, openness and jargon free. </li></ul>
    4. 4. Who we are <ul><li>Established & respected owners </li></ul><ul><li>Transparent fee based only proposition </li></ul><ul><li>Robust service charters </li></ul><ul><li>Unique investment proposition </li></ul><ul><li>State of the art technology proposition </li></ul><ul><li>Highly qualified Team </li></ul><ul><li>Our clients are Professional, in London & SE, time poor and keen to delegate </li></ul>
    5. 6. O u r Strategic Partners MCY Fund Managers Banking Lawyers Accountants Commercial Loans Estate Agents & Mortgages “ Concierge” Services HR Support General Insurance Corporate Finance
    6. 7. Our advice process <ul><li> </li></ul>Your goals Assets Liabilities Income Expenditure Funds Gap Analysis Report Presentation Bespoke Plan Concepts Research Plan formulation Report Presentation Applications Contract Notes Policy Documents Liaison with DFM Trusts & Wills Final confirmation Reviews Service Charter Newsletter Online Portfolio (WIP) Emails Phone calls
    7. 8. Our Fees & Engagement Your Objectives & Expectations Audit, Research & Gap Analysis Report (from £500) Detailed Recommendations Report (from £1,000) Implementation (% of assets or c ommissions) ` No Cost Fee Agreed before each stage % of assets <ul><li>Fees are based on the expertise, complexity and value of the work undertaken. </li></ul><ul><li>No chargeable work is undertaken without prior agreement by our clients. </li></ul><ul><li>Implementation is used to offset Audit & Advice stages. </li></ul><ul><li>Implementation ranges from 3% - 1% depending on the amounts invested. </li></ul>
    8. 9. Our Fees – Management <ul><li>A relationship based on regular contacts and reviews </li></ul><ul><li>Service Charters for each segment of our client bank </li></ul><ul><li>Our standard annual fee is 1.0% of the capital assets under advice (excluding domestic property value and any direct Advisory Fund Management fees) </li></ul><ul><li>Payment can usually be deducted from the funds under our advice </li></ul>
    9. 10. 5 Key Benefits of Working with us 1. Our Wealth Managers are all highly qualified and continue to develop their industry knowledge and skills – we have a true learning culture within our business. You have the peace of mind that the advice you get is leading edge and takes account of changes as they occur in the market. 2. Our service is based around a robust process, a structured proposition and a clear fee structure . You have the peace of mind that the advice that you receive is not influenced by a need to “sell” a product to cover the cost of our service. This means that you can trust us to keep our advice impartial at all times. 3. We aim to be fast and efficient by utilising the latest technology throughout our process. You benefit from Merchant Cavendish Young being able to spend more time dealing with the things that really matter to you such as keeping your plans on track and ensuring that you are on target to achieve your objectives. 4. Merchant Cavendish Young have a range of propositions to meet the different needs of our clients. You have the peace of mind that the service provided will fit you own needs rather than paying for a service that you do not need. 5. Our reputation is built upon strong foundations and principles. This explains why 85% of our new clients come to us as a result of referrals from existing clients and our Strategic Partners. You have the comfort that you will be dealt with as an individual and that we will utilise our experience to ensure we support you in achieving your personal and financial objectives.
    10. 11. What do we do next? <ul><li>Agree your own goals & objectives </li></ul><ul><li>Mini Factfind </li></ul><ul><li>Agree objectives & scope of work </li></ul><ul><li>Discuss how our fees relate to your own scope of work </li></ul><ul><li>Sign Fee Agreement </li></ul>
    11. 12. Merchant Cavendish Young Limited John Stow House 18 Bevis Marks London EC3A 7JB Tel: 020 7375 9040 Email: info@merchantcavendishyoung.com
    12. 13. Disclaimer <ul><li>This presentation is issued by Merchant Cavendish Young Limited (“MCY”) and approved by Merchant John East Securities Limited (“MJES”) of John Stow House, 18 Bevis Marks, London, EC3A 7JB. MJES is Authorised and Regulated by the Financial Services Authority, whose address is: 25 the North Colonnade, Canary Wharf, London, E14 5HS. Merchant Securities Plc is the parent company of MCY and MJES. </li></ul><ul><li>This presentation is not an offer to buy or sell any security. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Any advice MCY might subsequently give will depend on a person’s individual circumstances and objectives. </li></ul><ul><li>While the information contained herein has been prepared in good faith, neither MCY nor any of its shareholders, directors, officers, agents, employees or advisers give, have given or have authority to give, any representations or warranties (express or implied) as to, or in relation to, the accuracy, reliability or completeness of the information in this presentation, or any revision thereof, or of any other written or oral information made or to be made available to any interested party or its advisers (all such information being referred to as “Information”) and liability therefore is expressly disclaimed. Accordingly, neither MCY nor any of its shareholders, directors, officers, agents, employees or advisers take any responsibility for, or will accept any liability whether direct or indirect, express or implied, contractual, statutory or otherwise, in respect of, the accuracy or completeness of the Information or for any of the opinions contained herein or for any errors, omissions or misstatements or for any loss, howsoever arising, from the use of this presentation. </li></ul><ul><li>This presentation is confidential and is solely for use of those persons to whom it is addressed and may not be reproduced, further distributed to any other person or published, in whole or in part, for any purpose. Other persons who receive this presentation should not rely on it. </li></ul>

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