Libra Associates - Newsletter

It allows us to outline how we work with our Clients. It also gives both parties the opportunity to raise initial questions that they may have and to establish whether a further discussion would be appropriate.

When a Face to Face meeting is held, this type of discussion can also encompass a review of ones’ strategies and holdings. In short, we need to know what you want to achieve from a financial perspective and what works for you

We will clearly convey the fees/commissions involved, together with how your portfolio will be managed in line with your risk-reward profile.

You will be fully informed of this process right up to the point that your account is activated. Once your account is live you will be able to see its value immediately.

Our business model is such that we operate a structured review of your account via Face to Face, Skype, WhatsApp and/or Telephone discussion that ensures you are visited/spoken to regularly.

This gives us the opportunity to convey the management of your portfolio and our accountability. History has proven that these two factors, coupled with good returns, normally ensure that we retain your business and the beneficiaries of your estate.