Financial planning
In tune with your financial ambitions

Our approach is simple. We listen carefully to find out what you want to achieve now and in the future. Even if you have financial plans in place, our aim is to review these and through careful planning and monitoring ensure they are maximised to build your wealth.

Discover the right service level for you

From investments, cover protection, retirement, estate planning, long term care and beyond, no matter how complex your requirements or circumstances, our focus is on choosing the right strategy for you, your family or business.

Introducing Prima, Ultima and Optima

These services form the basis for a discussion and framework for your tailored financial plan.

Primarily for those individuals with simpler Financial Planning requirements. Prima offers Independent financial advice and access to an adviser as required. This service level allows clients a choice of Investment Portfolios built around their own attitudes to risk and investment. See below for full details of the Prima service level.

For individual clients with more complex Tax and Financial Planning requirements. Our Ultima service level offers bespoke Investment Portfolio management, and we will also interact on your behalf with your other tax and professional advisers. See below for full details of the Ultima service level.

For family groups with complex Tax and Financial Planning requirements. Optima is the optimal solution for those Ultima clients who may also be looking for family and intergenerational advice around wealth transfer and family trust structures as well as bespoke investment portfolio management.

 

Service Optima Ultima Prima
Independent financial advice
Augustine interaction with your tax and professional advisers  
Monthly investment update
Quarterly valuations  
Quarterly valuations for all adult family members requesting this    
Choice of Investment Portfolios built around your own attitudes to risk and investment
Bespoke investment portfolio management  
Online portal access to your portfolio and secure messaging
Access to an an adviser, as required
Access to an an adviser, for all adult family members, as required    
Advice on intergenerational transfer of wealth for principal client    
Advice on family trust structures    
Family discounts on some product platform changes    

 

Review meetings Optima Ultima Prima
2 meetings per year or more, if required, including:
or an Annual Review meeting at our offices including:
Full valuation report
Review of financial goals/objectives
Review of risk tolerance/asset allocation
Performance review
Tax efficient wrapper reviews
Update on legislative changes
Continued suitability review of Augustine recommendations

Trust and Corporate: Designed for trustees and settlors (and beneficiaries if required) of Trusts, or directors and shareholders of corporate structures, with particular focus on the inter-generational transfer of wealth. Please enquire for more information.

An experienced team of financial experts

With a focus on current markets, regulatory knowledge and financial innovations, we constantly strive to excel through continuous professional development, industry qualifications and hands on experience.

Located in the heart of the City of London
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Over 40 years financial planning experience
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All advisers are DiPFA Level 4 qualified or chartered
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Members of The Chartered Institute of Accountants
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Adopted The Pension Transfer Gold Standard

CONTACT US

An experienced team of financial experts

With a focus on current markets, regulatory knowledge and financial innovations, we constantly strive to excel through continuous professional development, industry qualifications and hands on experience.

– Located in the heart of the City of London
– Over 40 years financial planning experience
– All advisers are DiPFA Level 4 qualified or chartered
– Members of The Chartered Institute of Accountants
– Adopted The Pension Transfer Gold Standard

Augustine stand head and shoulders above other firms. I would recommend their services without any hesitation
Client Testimonial

We could not have had better quality advice or any more caring service from any other firm
Client Testimonial

Augustine offer a boutique, special service that goes beyond mere advice.
Client Testimonial
Because of the strong working relationship, I would count Augustine not only as trusted valued advisers, but as real friends.
Client Testimonial

Want to learn more about how we can help you?