Financial Risk Management
Saving The
Rich Money
If you are a director of a limited company and have a self-invested personal pension, the chances are you have been wrongly advised and could be eligible for compensation. Call us on 01902 766648 for more information.
Financial Risk Management (FRM) is an Independent Financial Adviser (IFA) firm. This means the firm represents the interests of the client, not those of an insurance company or bank, and can offer holistic financial advice, bespoke to each client, based on the whole panoply of available products and services.
Approach
From the outset, almost 30 years, ago Financial Risk Management accepted that it is always, always, always, the clients money FRM are dealing with.
This means, no matter how simple or complex the clients problems, it must be explained in such a way and as many times as necessary until the client fully understands what is being recommended, why and where their money is going. All this is then confirmed in writing.
It is because of the above Julian Pruggmayer is more than happy to meet with clients and explain why FRM have an edge over most other firms of Financial Advisers. For this initial meeting there is no charge. To use the favoured language of the advertising world, ‘It’s free’.
Sadly after 35 years in financial services Julian is still amazed at how many people turn down the offer of a second opinion and blindly go along with their existing financial adviser because they can’t be bothered, or, could it be they are afraid of hearing something they don’t like?
My company has been dealing with Julian at FRM for about 25 years. He was asked to manage my pension fund for me. This is one of the best financial decisions I have made. Due to the returns Julian obtained for me I can now retire on a much better pension than I could have dreamed of.
Alan Blount
MD/OWNER OF SHIRE PRESSINGS LTD
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