 To
deliver an effective individual client focused service, the Compass
private adviser must be truly independent and able/willing to deal
with the following Personal Financial Planning areas:
Wealth Creation
Wealth Protection
Fund Management
Innovative Tax Planning
Alternative Investment Strategies
Mortgage Planning
Inheritance Tax Planning
Long Term Care
The Compass corporate adviser must also be
truly independent and able/willing to deal with the following Corporate
Financial Planning areas:
Key Person Protection
Employee and Director Benefits
Group Pension
Planning and Corporate Finance Planning
Share Structuring
Complete Financial Planning
|
