Advisory & Discretionary Asset Management
BESPOKE ADVISORY
Innovative tailor-made portfolios that benefit from our discretionary fund management and portfolio structure.
AXG Advice is a Brighton based Financial Services Company. We offer our private clients a comprehensive and highly bespoke advisory and discretionary wealth management service to British and International clients.
Our experienced team provide our clients with innovative tailor-made portfolios that benefit from our discretionary fund management and portfolio structure, in an environment of trust, understanding and total discretion.
In today’s sophisticated and dynamic investment environment, we believe that a pragmatic and versatile approach is critical to maximising gains and reducing risk.
Our wealth management service has been designed and developed to provide clients peace of mind concerning the key portfolio fundamentals: Accessibility, security, liquidity, flexibility, risk management, diversification, performance and transparency.
Fees and Charges
Your adviser may take a fee as either a flat advice fee or a percentage typically up to 3% of the initial investment for his work and advice in connection with opening an account and your specific financial circumstances. This fee must be agreed in advance between you and your adviser and confirmed to AXG Advice via the account opening form.
These fees will be deducted from initial monies received. You and your adviser may also agree to a service fee (again to be confirmed via the account opening form) which would be charged on all new monies added to the portfolio for the duration of the account.
Annual adviser fees are negotiated and agreed in advance between you and the adviser and will be clearly displayed in your portfolio valuation on the AXG Advice statement. The fee is charged monthly in arrears and can be either a fixed percentage of the portfolio’s value at the month end or a flat fee.
Total fees include Annual Management Charge, Platform Fee and trading fees only. Other charges as outlined above will be applicable in addition to the total fee figure.
Making a Complaint
If you are unhappy with our advice or any aspect of our services, we encourage you to contact us as soon as possible. We’ll do our best to resolve your concerns.
Telephone: +44 (0) 127 300 5495
Email: gary@axgadvice.com
In writing: AXG Advice, Mocatta House, Trafalgar Place, Brighton, BN1 4DU.
We have a complaints procedure and we can provide further details on request. If you do have a complaint, and you are not happy with our response, the Financial Ombudsman Service (FOS) may be able to help. The FOS settles disputes between financial services business and their clients. Full details are available at http://www.financial-ombudsman.org.uk.
Treating Client Fairly
The Treating Customers Fairly (TCF) principle, outlined by the FCA and implemented in 2007, aims to raise standards in the way firms carry out their business by introducing changes that will benefit consumers and increase their confidence in the financial services industry.
At AXG Advice, our ethos has always been to put the customer first and we pride ourselves on the service we provide. With the FCA’s request for the industry to focus on consumer outcomes and treat customers fairly, this is part of our daily systems and controls.
We welcome any and all feedback as it allows us to see the business from another perspective and tailor our business in a manner that will benefit our customers.
If you would like to comment on any aspect of your dealings with AXG Advice, please email us at: complaints@axgadvice.com
ADDRESS
AXG Advice
Mocatta House
Trafalgar Place
Brighton
BN1 4DU
United Kingdom
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