Our Mission Statement
â€œWe are committed toÂ inspireÂ individuals, by providing innovative and proven strategies to help grow their personal and business wealthâ€.
Staff and Service Proposition
At the core of everything is our staff. The quality of the staff and the ethos of teamwork is fundamental to our approach. We have a series of dedicated teams and have regular meetings to keep all staff involved. Whilst being led by strong management, staff are encouraged to freely communicate and express their thoughts and ideas to help the business grow and improve efficiency. Our strength is our service which is focussed and delivered efficiently. We offer a personal service to our clients, establish goals and aspirations, arrange paperwork, implement plans and make investment changes according to our strategies and advice process.
In an industry that at times has had a bad reputation in the past, weÂ believe in integrity and clarity for clients and keeping things easy to understand. Our service and costs are explained upfront and we are probably one of the only industries where we disclose everything upfront. There are no hidden costs or charges for clients these days.
We focus on three strategies. Investment strategies, Lifestyle strategies and Tax Planning strategies. For ten years we have run our own investment strategies of which only 10% of adviser firms operate, with an in-house model portfolio service offering five different risk profiles from low risk to high risk. This has been a great success for our clients as performance has been consistently excellent and we can ensure that clients risk levels remain within an acceptable range. We strongly favour tactical asset allocation and can control the amounts of clientsâ€™ money going into the various geographical areas, but keeping a wide range of diversified assets to spread risk. This is based on where we see growth opportunities over the next twelve months, taking a view on â€˜whatâ€™s happening in the world nowâ€™ rather than basing things on past risk and returns like strategic models used by other adviser firms. All funds are monitored and screened on various performance, risk indicators and data to ensure continuance of strong performance and ensuring risk is managed. Recently the FCA have varied our investment permissions to allow discretionary fund management, this will further assist us to create a niche market for our company as only two per cent of adviser firms offer thisÂ service.
Our Lifestyle strategies have the intention of helping us to inspire people to plan and provide for their future.
It starts with a desired lifestyle cost which is measured and converted into a wealth pot and then that becomes the focus or target. With this information we can plot all clientâ€™s assets into a cash flow, so providing an independent and holistic view in an understandable way.
Our Tax Planning strategies are based on innovative solutions which take advantage of tax incentive type schemes. These schemes can offer other reliefs, but they need to be tried and tested and accepted by HRMC before we will recommend them.
Inspire make things easy for us to understand. Very happy with the service and we will always highly recommend Inspire.
Always a very good service.
I cannot fault Inspire at all. They explain things at my level of understanding, they are polite and helpful with phone manners that put me at ease right away.
I am happy with our yearly meeting and trust Peter with his enthusiasm for figures.
I am very happy with the outcome of my investments. You're office staff are always polite and courteous and they handle issues quickly and effectively.
I have been impressed with your service since 2010 when I became a client and you helped me take out tax free cash and start an income from my pension. I have found you a personable company, easy to deal with, trustworthy and honest.