Powell Capel Securities

Our Approach

Providing investment advice is not just a matter of selecting a portfolio of those investments most likely to perform. Every investors’ needs, objectives, aspirations and risk profiles are different and the real expertise in financial planning is understanding these individual investor characteristics.

Our objective is to assist you to achieve your financial goals by discussing your current financial situation and aspirations, identifying problems and developing successful solutions.

Our Process Involves:

An initial interview, obligation free and free of charge, to determine whether our services can be of assistance to you and to obtain information on your needs, objectives, assets, planned capital expenditure etc. in order to prepare and formalise advice.
Research and preparation of a detailed Statement of Advice.
Presentation of the Statement of Advice at a further meeting with you. The recommendations will be discussed with you in detail and any amendments or adjustments made. We will also carefully explain any costs associated with the provision of our services and the financial products recommended.
Upon your agreement with our recommendations, a timetable for the implementation of the agreed strategy is then developed and commenced.

Ongoing Client Services:
Once we have implemented your strategies, you can be assured of a high level of ongoing customer service from Powell Capel.

This will include regular written portfolio reviews in addition to personal meetings with you to ensure that the strategies implemented continue to meet your needs and your investments remain appropriate. Adjustments for legislative changes will be recommended if appropriate.

You are always welcome to call or meet with us to discuss any questions, concerns, or for help with administrative issues.

Client seminars and regular newsletters are also provided.