Vertis Private Wealth Management

Vertis Private Wealth Management Ltd is a company dedicated to providing specialist investment advice with the goal of preserving and increasing the real value of our clients' wealth. We are authorised and regulated by the Financial Conduct Authority in the UK, and our financial services are tailored for clients based within the country. Our company registration number is 7934669.

Our team of experienced investment advisors offers performance-related advice on a wide range of investment vehicles, including trusts, pensions, and retirement planning. We believe in thorough research, professional advice, and efficient servicing as the cornerstones of our business. We pride ourselves on our independence, ensuring that our clients receive unbiased and accurate financial advice.

At Vertis, we produce quarterly investment reports, which we send to our clients in February, May, August, and November. These reports include our views on current economic, technical, and financial news and events, as well as our views on markets and asset sectors. We have been producing these reports since the year 2000, and we love to share them with clients to showcase our predictions of major economic events, such as the Stock Market Crash of 2008.

Our Services

Our objective at Vertis is to reduce risk while increasing the real value of our clients' wealth. We offer a range of services aimed at achieving this goal, including investment advice, trusts, pensions, and retirement planning.

*Investment Advice:*

Our team of experienced investment advisors offers performance-related advice on a wide range of investment vehicles. Our goal is to preserve and increase the real value of our clients' wealth by conducting thorough research, providing professional advice, and delivering efficient servicing.

*Trusts:*

Trusts are an effective way of managing assets, and we can advise on the most appropriate type of trust for our clients' individual circumstances. We offer advice on discretionary trusts, interest-in-possession trusts, and bare trusts, amongst others.

*Pensions:*

We offer advice on pensions, helping our clients to plan for their retirement effectively. Our team of advisors can provide advice on personal pensions, stakeholder pensions, self-invested personal pensions, and small self-administered schemes (SSAS).

*Retirement Planning:*

We can help our clients to plan for their retirement effectively, providing them with advice on how to maximise their income and assets. Our team of advisors can provide advice on annuities, drawdown pensions, and equity release, amongst other retirement planning solutions.

Risk Reduction

At Vertis, we understand that investing involves risk. Our goal is to reduce risk while increasing the real value of our clients' wealth. We achieve this goal through thorough research, professional advice, and efficient servicing.

Our investment reports, which we send to our clients in February, May, August, and November, include our views on current economic, technical, and financial news and events, as well as our views on markets and asset sectors. These reports allow our clients to stay informed and up-to-date, helping them to make informed investment decisions.

We also provide our clients with regular updates on the US Dollar Index, which has an 8 and 16-year cycle. Our research indicates that the US Dollar Index is likely to reach a new low point in 2024, which could lead to an increase in inflation, Index Linked Gilts, Commodities, Precious Metals, and emerging markets.

Our Costs

We believe in transparency, and we are upfront about our costs. We charge our clients a fee for our services, and we are clear about what this fee covers. We do not charge commission on investments, and we do not receive any payments or incentives from product providers.

Our fees are calculated based on the value of the assets that we manage for our clients. We believe that this is the fairest way of charging for our services, as it ensures that our clients only pay for the services that they receive.

Legal

Vertis Private Wealth Management Ltd is registered in England and Wales. Our company registration number is 7934669. We are authorised and regulated by the Financial Conduct Authority in the UK, and our