Andrew Whiteley is Managing Director of Provisio Limited and has been an IFA for over 20 years working almost exclusively with the clients referred to him by accountants and solicitors. Andrew holds the Diploma in Financial Services and specialises in investment and pension planning for individuals and company directors.
He is one of a small number of IFAs promoting ETFs to retail clients. In 2007, having become disillusioned with the charges and underperformance of both retail investment funds and discretionary fund managers, Andrew set about developing a new Wealth Management service.
He is one of a small number of IFAs promoting ETFs to retail clients. In 2007, having become disillusioned with the charges and underperformance of both retail investment funds and discretionary fund managers, Andrew set about developing a new Wealth Management service.
Services
The initial fee to cover the cost of the risk assessment, financial planning advice, strategic asset allocation and the transfer and re-registration of assets onto the Provisio Wrap is calculated by reference to the value of assets introduced to the Provisio Wrap and is equivalent to one years annual advice fee up front.
It was Donald Rumsfeld who famously said, There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns - the ones we don't know we don't know. Retirement is defined as a watershed moment in our lives, typically when we choose to leave the workforce.
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