What to expect

A flexible and alternative approach to wealth management.

Square Mile Asset Management believes that by helping you understand your goals, aspirations and attitude to risk, you become more confident and empowered. By having a plan that you can relate to and the ability to check its progress at any time, you feel even more in control.

your situation

Analysis and
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1. Understanding your situation

Before any investment strategies can be recommended, we seek to fully understand your situation. We do this prior to and during our first meeting with you.


We will look to gather details on your personal and financial circumstances, taking into account your existing assets and resources.


From there, we'll discuss your goals and aspirations as well as your attitude to risk. What we learn from you will form the foundation for our future analysis and recommendations.


By taking the time to really get to know you and what's important to you, we can deliver better outcomes. We think this approach not only makes sense but is often an important first step overlooked by many.

4. Ongoing service and information

2. Analysis and design of your strategy

2. Analysis and design of your strategy

After we have gathered all the necessary details from you, we'll turn our attention to analysing this information.


We use the latest analytical tools to understand the breakdown of your existing assets and how these are performing against your set objectives.


We believe that a critical part of design is ensuring there is a match between your goals, aspirations, attitude to risk and the eventual asset allocation of your investment plan.


Once we have completed our analysis, we'll design a recommended strategy, or series of strategies, using the most appropriate investment options from our universe.


As part of this, we'll also take into account your tax situation, making sure your assets are placed in the best tax treatments allowed in the UK. Wherever possible, this is carried out on the True Potential Wealth Platform, thus ensuring a better choice of investments, tax wrappers and value.

1. Understanding your situation

3. Presentation of your recommendation

3. Presentation of your recommendation

We start from the premise that there's no point in recommending a strategy that we can't explain easily or that our clients won't understand.


So we will always present our recommendations in a simple and straight- forward way. You will also get a written explanation of all our recommendations in a language that's designed to be understood. These recommendations can be provided to you by email or hard copy, whichever format you prefer.


We will store a copy of our recommendations, supporting information and any other important documents you provide on a personal and secure website that you can revisit whenever you like.


2. Analysis and design of your strategy

4. Ongoing service and information

4. Ongoing service and information

As a client of Square Mile Asset Management, you are supported and empowered 24 hours a day, 7 days a week


You will be able to view your investments and track their progress against your goals on your personal website. Everything will be transparent to you.


If you want to make any adjustments or if your personal situation changes, you can use the secure messaging system on your site to reach your adviser.


Alternatively, you can reach our Square Mile Asset Management team by phone or in writing.


Response is quick, and knowledgeable, because we are seeing the same information as you are.


We can also offer you face-to-face, phone or webinar meetings when required. These can be arranged at a time, location and frequency that best suits your needs.


3. Presentation of your recommendation

1. Understanding your situation

Square Mile Asset Management Limited is authorised and regulated by the Financial Conduct Authority (FCA). Reference Number 585160. Square Mile Asset Management Ltd is registered as a private limited company in England No. 5279520.Registered office: 22 The Quadrant, Richmond, Surrey, TW9 1BP.


© Square Mile Asset Management 2012. The material on the site is the copyright material of Square Mile Asset Management Limited. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Square Mile Asset Management Limited content in any way except for your own personal, non-commercial use. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. Square Mile Asset Management Limited does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Square Mile Asset Management Limited content requires the prior written permission of Square Mile Asset Management.© 2012 Square Mile Asset Management Limited.


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