Financial Escape run risk rated ethical portfolios for our clients, these models are available in all types of tax wrapper including Personal Pensions (PP), Self Invested Personal Pensions (SIPP), Individual Savings Accounts (ISA's) Junior Individual Savings Accounts (JISA) and Lifetime Individual Savings Account (LISA). As well as being available simply through a General Investment Account (GIA)
As a company Financial Escape look to ensure clients hold a diverse portfolio of investments with asset allocation being the main driver and believe this is the key to a robust and efficient portfolio which is in line with the level of risk being taken.
As advisers Phil and Zac make sure our clients are taking an appropriate level of risk to match their personal circumstances. Clients who don't have a need to be exposed to excess risk aren't, and those who are aiming for higher returns are protected by proper portfolio diversification.
The average client falls between those listed above, but for lower risk clients we have FE ESG 1-3 and for those with a higher appetite to risk we have the FE ESG 9 & 10 portfolios with larger equity content. All FE ESG portfolios have the same management and themes.
As whole of market advisers we have plenty of firms to choose from, the list below is just an example of the companies we have recommended to our clients. For full information on the companies we recommend and the reasons for use, please see your suitability report upon receipt of advice issued by Financial Escape Ltd.
Transact is an award-winning investment platform offering financial advisers and their clients smart technology, unrivalled support and exceptional service for a modern, efficient way to manage client investment portfolios.
Novia was created in 2008 to provide advisers with the tools, service and investment range needed to achieve positive investment outcomes for their clients - at every stage of the investment lifecycle.
By detailing the providers we have used in the past for clients this should not be seen as financial advice and may not be appropriate for you. We are documenting this for information purposes only. Any financial advice given by Financial Escape Limited will be documented and issued through a financial suitability report.
ARC
382 Northdown Road
Margate
CT9 3PG
Written details of all our services are available on request. Please see our Client Agreement & Terms of Business document for further information.
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