Clients should insist on having independent advice especially with the business and financial world’s ever-changing markets and with the new regulation coming into the industry from January 2013. From this date only qualified independent advisers will be able to totally deliver and advise on all existing policies and arrange new plans. The firm is already qualified for that eventuality which will ensure a smooth transition into the new structure.
Our expertise allows us to inform our clients and encourage them to take as much control of their own investment and pension portfolios as they may wish to.
The importance of developing a unique tailor made portfolio across the full range of asset classes has never been more important. All professional advisers would agree that a properly designed and constructed Investment Portfolio should comprise of all the major investment classes; Pension, Property, Stocks and Shares and Cash Based Funds bearing interest and this should be reviewed on a regular basis.
We understand that every client’s needs and aspirations are different and unique.
MT Polo Ltd is authorised and regulated by the Financial Conduct Authority.