Exisiting Account Transfers | UAM

You deserve better

If you are unhappy with the performance or level of service from your current Financial Planner, we offer an impartial review of your existing portfolio.

Yacht crew often come to us wanting to change their investment plans or savings accounts. Depending on your current commitments, we may be able to help you transfer your existing investments to a plan better suited to your goals.

How we work

We’ll review your current portfolio and financial plan, and provide you with impartial advice on the best course of action. Our goal is always to help you get from where you are today, to where you want to be in the future.

If you don’t have a documented financial plan from your current Financial Planner, we will initially work with you to build one, so we can best advise you on your existing investments and savings.

Once you’ve decided to work with us account transfers are managed quickly and efficiently allowing you to concentrate on your work onboard. We will arrange a call to collect the relevant information from you and will then liaise with your previous broker or Financial Planner directly.

What you get

  • A personalised documented financial plan
  • A dedicated financial planner and back-office support
  • A full review of the tax efficiency of your current savings

Management by United Advisers Marine gives you:

  • Access to fund management companies who show continued stability and integrity
  • Regular monitoring and rebalancing within your risk profile
  • Planning meetings to review performance and align your plan with your goals

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