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Our Company Profile
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Kingdom Asset Management Ltd
is one of the most innovative financial services companies
in Scotland. The provision of well founded and professional
advice, linked to an imaginative approach on the whole
subject of investment, tax and financial planning lies
at the centre of the companies objectives.
In addition to building up a large private client bank, principally by
personal recommendation, we are also retained by many companies, solicitors
and accountants, to provide for themselves and their employees and clients.
The company are Appointed Representatives of Financial
Service Advice & Support Ltd which is regulated
by the Financial Service Authority, and is a member
of the Association of Independant Financial Advisers and
Chamber of Commerce.
OUR SERVICE AIMS
It is our aim that through analysis of your financial
circumstances we will provide you with the best solution
to meet your needs. In addition we pride ourselves in
the on-going services that we offer our clients to ensure
that their planning takes account of changes in their
circumstances.
HOW WE OPERATE
We provide a complete financial planning service that incorporates a
detailed analysis of you and/or your companies requirements. Then taking
into account any existing arrangements that you have, we provide a detailed
report recommending an appropriate course of action for you to meet your
objectives. The report is explained to you in detail, and left with you
to consider. If you decide to adopt the recommendation of the report
we will then assist you with the appropriate paper work and liaise with
the product provider on your behalf throughout the term of your plan.
REMUNERATION
It is our policy to work on a commission basis, where we are remunerated
directly by the provider of the products that we recommend for you. In
order to give you confidence in our advise all commissions will be disclosed
to you in full at the time of our report. Kingdom Asset Management are independent and offer the option of a fee, commission or a mixture of both as this is the clients option.
It is important to remember that remuneration in either
form is that payable to the firm, and not the individual adviser.
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