The Vinco Wealth Management Advisory Service is tailored to your individual needs. It is designed for clients who wish to maintain authority on all transactions, and take advantage of the research and advice our team can offer.
As an advisory client, you will have access to a diversified range of products including:
- Individual and joint dealing accounts
- Corporate dealing accounts (both standard and CFD)
- Tier1 Investor Visa Advisory
- Investment Trusts
- Trusts / Charities
Within these products, we can include:
You will have your own dedicated advisor, who will consider your risk profile and then provide well researched investment concepts, and present a bespoke investment portfolio to you. We aim to establish clear financial goals, including whether you want income, capital growth, or both.
Contact between yourself and your personal advisor can be flexible, and communication can be by telephone, email or text at a frequency that suits you. At all times Vinco Wealth Management aims to monitor your portfolio, advising you of any market movements, breaking news and opportunities across global markets. Whilst no transaction will take place without your authorisation, we can provide you with a wealth of tools including research notes, technical entry and exit level leading up to the execution of the order.
We would welcome the opportunity to discuss your financial objectives, you can either send an email to firstname.lastname@example.org, fill in the contact form under ‘contact us’ and we will endeavour to call you back within 24 hours, or contact the Vinco Wealth Management office on 0207 412 8907.