Business & Technical Support
My name is David Colledge Dip PFS, Cert CII (FS) and I am part of the Business & Technical Support team at Adrian Smith & Partners Ltd.
Whilst Adrian & Ivan deliver the Advice, it is our team that carry out all the support work on your behalf, to see any transactions and planning work is completed.
This is what I can do for you “behind the Scenes”
Research - I am in regular contact with a wide number of financial institutions on your behalf (Banks, Insurers, Investment houses, Standard Life Wrap & other Platforms, Public sector & Private sector Pension Schemes etc.). This involves collating and interpreting the data obtained from a wide variety of financial institutions to enable our Advisers to establish & maintain a Financial Plan for our clients, in preparation for our clients' regular Reviews.I also collate Policy information in the most appropriate format to enable Adrian or Ivan to advise you accordingly.
Data Input – I generate bespoke Valuation reports, Gain/Loss Calculations & Portfolio Asset Allocation weighting charts,enabling comparisons between the ASPL recommended Asset Allocation (for your Risk Profile), and the current position.
Post-Review-this involves asessing information obtained from the Review & contacting various providers as necessary. This may involve using research tools, such as a CGT calculation tool, & preparing CGT reports, to help provide solutions to meet your needs and objectives. This may lead to the implementation of Rebalance, switch and/or capital/regular withdrawal instructions.
I help prepare any agreed courses of action in a written format via a Post-Meeting Report (PMR) and/or a Suitability Report,often to include a client specific illustration(s) and/or a Key Features Document (KFD).
Implementation- should you decide to proceed with any Review recommendations, then I will implement the required actions.
If there is ever anything that you require as part of our ongoing exceptional customer service, just give me a call on 01676 521111 or email me at email@example.com
My Qualifications - FA1 Life Office Administration, FA2 Pensions Administration, R01 Regulations & Ethics, R02 Investment Principles & Risk, R03 Personal Taxation, R04 Pensions & Retirement Planning, R05 Financial Protection, R06 Financial Planning, R08 Pensions Update and FdA in General Management (Plymouth University)
Peace of mind that our finances are in your careful hands.Mr & Mrs S - Cheshire