Fuel Prosper Private Clients is an innovative and unique wealth management service providing investors with around the clock portfolio management support by combining personalised 'face to face' advice with easy access to cutting edge investment technology.
The Fuel Prosper Private Clients promise: "We will take the time to find out exactly what your personal investment goals are and work with you to design a strategy which achieves them. We will then monitor your portfolio, on an ongoing basis, and alert you to opportunities and threats and we'll always be available to offer you the best support and advice."
Fuel Prosper Private Clients enjoy a long list of benefits:
- "Wealth Builder". Combine the latest unique technology with individual support and professional advice to review the performance of your investment portfolio at any time and effectively plan your future.
- Access to cutting-edge management forecasting and projection software.
- Service based on personal relationships not individual transactions with no hidden fees or extras to worry about.
- Organised recordkeeping in your own smart branded quality personalised folder
- Access your very own secure area on our website with the unique pin number on your personalised Private Client card
- Fee free mortgage service (for the rest of your life).
- A thorough annual financial health check in the comfort of your own home or at work if that is more convenient
- Professional back-up service providing expert Due Diligence and Research Services.
- Access to experienced qualified Portfolio Advisors who all receive thorough and ongoing training
- Free Pension Valuation Service.
- Free Quarterly Bulletin (unique to Prosper Private Clients) containing the latest investment and finance news along with expert commentary.
- Access to legal and accounting services at discounted prices.
- Receive continuous performance reviews of insurances and investments.
- Knowledge of pre-launch investment opportunities before the rest of the market hears about them.
- Invitations to bespoke investment opportunities and financial services events.
- Preferred terms and offers benefiting from the strength of being part of our 20,000 client base
- To arrange a personal meeting with a Fuel Prosper Private Client Consultant
- To request a Fuel Prosper Private Client brochure
- If you would like a call-back from a Fuel Prosper Private Client Advisor
- If there is any other information or service we can provide you with
