Key benefits of being a Lancett & Co Limited Private Client Strategies client:
Wide range of investment options available to meet your needs.
To help you achieve your financial goals, we can invest your capital within innovative risk-based strategies from several leading investment managers or choose to construct a bespoke plan using the more than 5,000 mutual funds, 1,000 Exchange Traded Funds, or 5,000 equities available to us.
Our exclusive relationships help you get the best pricing possible.
Through partnering with investment experts, Private Client Strategies provides strategic options designed to achieve your goals.
These investment strategies look to diversify risk, meet your investment goals and seek to create wealth through innovative thinking within the right charging structure.
Our unique planning tools ensure your investment goals are realistic.
By correctly understanding your appetite for risk, we can make certain that the goals you set are realistic and the investment strategies recommended are the most suitable.
We ascertain your risk profile through a number of methods and display these in a way that is easily understood. Private Client Strategies also interrogates the risk profile of your legacy products, to ensure that they are correctly invested and, if not, look at where they would better suit your individual needs.
We make it easy for you to control your finances.
Private Client Strategies is a key partner of the True Potential Wealth Platform
The Wealth Platform is a tool that allows you to have a holistic view of your investments. You will be able to view all your financial legacy and portfolio information in one location. This not only helps to improve efficiencies and supports cost savings for you, it also puts you in control of your finances through detailed performance reporting and 24/7 access from your PC, laptop or mobile device (apps currently available for iPhone, Blackberry, ipad and Android).
You also have the ability to communicate directly and securely with your adviser through the platform.
For more information on the True Potential Wealth Platform, visit www.tpplatform.co.uk
