Our commitment is simple - we use the most efficient funds and fund managers to help maximise our client investment returns. Each client portfolio is composed of funds that have proven their ability to deliver top performance on a consistent basis within their relevant sectors.
Through continuous fund analysis and research, we identify and monitor the consistently top-performing funds & fund managers in each investment sector. Our risk-based portfolios only include funds that actively outperform sector averages, and consistently deliver better returns than the majority of same sector funds.
Many investors are not invested efficiently. As a potential client, we will help you identify if you are invested in poor, mediocre or top performing funds. We offer every investor the opportunity to avail of a complimentary portfolio analysis - a free service offered by our research team that allows investors to identify how efficiently they are invested.
As a fully regulated advice firm, we understand that clients want to invest efficiently. However, the purpose of investing is to meet financial objectives. Our service and processes are designed to ensure that our clients can see their financial objectives being met on an annual basis via their individual cash flow plan. As part of our core service, this comes at no extra cost.
A large proportion of investors receive little or no advice but continue to pay fees. We offer a next generation advice service focused on providing clients with a quality service and efficient results.
Thank you for your interest in Yodelar Investments and please feel free to make contact with our team and discover what we can do to help meet your financial and investment objectives.
Before we give potential clients advice we will first analyse their existing investment and pension funds. This is a completely complimentary service. The purpose of this is so investors understand exactly how efficient or inefficient they have been investing to date. Most investors find that they are invested in poor-performing funds. When investors identify they are invested in poor-performing funds, they understand the value in our advice service.
The first thing we do is to show clients how we research and evaluate investments funds. Most advice firms in the UK do not research the most productive funds. This is a constant process at Yodelar Investments, and one we share with our clients,
The difference in top poor performing funds and poor or average performing funds in each sector is huge. Our research team continually evaluate which funds and fund managers produce the best results within their relevant sectors.
We regularly provide our clients with a portfolio analysis showing them where each fund they are invested in ranks within their particular sector. Through factual information, we make our clients aware that they are investing as efficiently as possible.
We continue to review the asset allocation of our clients' portfolios to ensure they are invested in a manner suitable to their risk profile. The asset allocation of our portfolios are reassessed on a quarterly basis, and clients are updated accordingly.
As your needs and objectives change so will your attitude and appetite for risk. We complete a survey with clients on a regular basis to ensure they are still invested in a manner to suit their attitude to risk.
Our team will regularly make changes to your investment and pension portfolio to ensure you are invested in line with your agreed risk profile and associated asset allocation model.
We will work with you to build and implement a financial plan that will ensure you reach your financial objectives. Based on annual growth we will review and update your cash flow plan, based on performance.
Our team will provide you with a complete review on an annual basis, we will identify new objectives, changes to situations and map the relevant needs and wants into your financial plan and cash flow model.
We will communicate with you on a regular basis about the success of your portfolio in relation to the needs and objectives highlighted in your financial plan. We will provide you with friendly and efficient customer service.
We will analyse the performance and charges of all your existing investment and pension arrangements & identify the factual ranking of your funds within their various sectors. We will analyse charges, return on investment and compare your portfolio to a top performing portfolio suitable to your risk profile.
Identify your financial objectives pre and post-retirement. What is your expenditure & income requirements now and in the future? What is the most efficient way to realise your income from your investments? Are their special circumstances that need to be taken into account? Having clarity around future requirements will allow us to build a plan to meet your needs efficiently.
Our team will analyse your existing circumstances, future needs and objectives, and attitude to risk. They will build and provide a financial plan recommendation report and cash flow model to meet your specific financial objectives. This will include details of the underlying funds recommended.
Through our centralised investment process, we continually assess the funds within our client's portfolios to ensure they are maximising the opportunity for growth within the parameters of their risk profile. We only include funds & fund managers within our client portfolios that are able to demonstrate a consistent top quartile (top 25%) sector ranking.
To ensure your portfolio and underlying assets continue to match your risk profile the team will reassess your risk every 6 months and rebalance the funds within your portfolio, Every year you will also receive a complete and full annual review.
With quality advice, you can Invest in funds that consistently rank in the top 25% of their sector, Discuss your needs with our expert advice team and receive a complete recommendation report.