Our commitment to integrity and compliance
At Arena, our overriding aim is to help our clients achieve their long-term financial objectives through first-class financial planning. We provide independent, tailored advice for our client’s, combining decades of experience with a commitment to integrity and compliance. Some of our clients have been with us for over 30 years, and this is testament to the high-quality service we offer.
Our approach establishes your specific goals and objectives that are individual to you. This enables us to draw up a financial plan focused on achieving those aims. Working with you throughout the advice process ensures we are able to truly understand your needs and wants, giving us the ability to construct a firm well-defined financial plan. We can use cashflow modelling techniques to demonstrate your potential future lifestyle.
You may already have financial plans which need reviewing. Arena are more than happy to go through your existing arrangements with you to help you understand how effectively these are working towards your existing and new objectives. These objectives will not be set in stone and will be regularly reviewed to incorporate any changes in your circumstances.Tax planning is a complex and detailed subject. It requires us as professionals to have a thorough understanding of your personal or business circumstances and cover in detail the objectives you have in order for us to provide our clients with the best advice possible, to ultimately pay less tax. We understand from years of experience that planning is everything.
We strive to ensure our clients’ portfolios are structured and clear so we are able to understand your tax planning objectives. We ensure that the portfolios are managed in a tax efficient manner, which is incredibly important as rules made by the government are constantly changing.
At Arena we are able to combine your financial planning and tax planning requirements, to ensure you are able to meet your goals and objectives in the most tax efficient manner possible. Our areas of expertise are income tax, capital gains tax and inheritance tax planning.
We go the extra mile for our clients and are happy to work closely with a number of accountants and solicitors in all areas of tax planning areas to ensure all work which has been carried out is clear and comprehends to our clients.Each client relationship is unique and so each fee agreement is different. It varies on the breadth of advice required, which dictates the amount of work needed. We will always give you an initial indication of fees, which will include a maximum charge.
Capping our initial fees provides you with certainty we are providing value for money. Typically, our initial fees range between 1% and 3% dependent upon the work involved.
Our initial meeting is at no cost to yourself and is without any obligation. At this meeting we will be able to give you a detailed fee estimate.
Our annual fees range between 0.5% and 1%, dependent upon the value and complexity of your arrangements.
Our core 6 steps
to financial planning
We begin with an introductory meeting to understand your goals and objectives. We do this through a combination of talking through your aspirations for the future, your personal objectives and other goals you may have.
We will get to know you by taking you through a comprehensive consultation document. With your written permission, we will contact your existing providers to get full details of any existing arrangements you may have.
Once we have a full understanding of what you would like to achieve, we will assess if you are currently on track to achieve your goals. We undertake a comprehensive analysis of your current plans to ensure they remain suitable for you. If your current plans do not work, we may recommend a new strategy.
After analysing your current situation, we will present our recommendations to you. We will discuss our recommendations and any proposed changes to your existing plans in detail. Our team will explain the reasons for any changes and ensure you are happy with the agreed goals.
Following your agreement to proceed with a new financial plan, we will manage the transition through any changes. Our administration team will liaise with all the involved parties to ensure your new financial plan is implemented correctly.
We like to meet our clients on a regular basis to make sure you are on track to achieve your goals and objectives in the most effective way. Any changes to your plans and circumstances will be discussed and actioned throughout the review period.
Jargon-free atmosphere
Don’t worry if you find financial planning confusing or if you are not clear on tax planning and investment management. Our professional advisors will ensure that you come out of your meeting with clear and defined objectives.
We take the complexity out of investments pensions and tax planning so you can make truly informed decisions.
As truly independent advisors we are committed to our clients 100% and are free from external control and constraint. We are not influenced by any decision but our own.
A focus on goals and objectives
Enables us to draw up a financial plan focused on achieving those aims.
Robust advice process
Our structured approach to advice enables us to give our clients the best outcomes.
Flexibility
Regularly reviewed goals to incorporate any changes in your circumstances.
Cashflow modelling
We can use cashflow modelling techniques to demonstrate your potential future lifestyle.
Preston Office:
71 Liverpool Old Road,
Walmer Bridge, Preston
PR4 5QE
office@ainv.co.uk
01772 610 930
Thornton Office:
37 Victoria Road East,
Thornton-Cleveleys
FY5 5BU
office@ainv.co.uk
01253 863 296
Arena Investment Management Ltd is registered in England, Company No. 00666518
Almond & Jenkinson is a trading name of Arena Investment Management Ltd
Registered Address: 71 Liverpool Old Road, Walmer Bridge, Preston, PR4 5QE
Arena Investment Management Ltd is authorised and regulated by the Financial Conduct Authority – FCA Number 228591
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