NW Brown Group Limited - Become Our Client

Become Our Client

We welcome approaches from prospective clients. An initial meeting will enable you to learn more about us and our investment philosophy, whilst we ensure that we have all the necessary details of your financial background, current assets, future plans and particular needs.

A detailed investment review is then prepared, without charge or obligation. This outlines our current view of the major world markets and sets out how we believe the funds should be managed in the long term. It also includes a possible asset allocation, our views on existing holdings and tax considerations, where appropriate.

If you are happy with the proposed investment strategy, we will ask you to sign and return a Client Agreement. We have the following Client Agreements with Terms of Business included online:
Trust Clients
Pension Clients
SIPP Clients
Personal Clients

Charges

Regular charges are payable six-monthly in arrears. Fees for the discretionary investment management service are 1% per annum.

Meet the Team

Click here to view the members of staff working in Investment Management.

Investment Management Fact Finder

Your full name *



Your date of birth *



Your occupation



Are you employed or self employed?

Employed
Self Employed

Are you a smoker?

Yes
No

What is your general state of health?



Your address



Your contact details: landline, mobile, fax and email



How many dependant children do you have? Please include names and ages.



Please specify any education costs that you pay



Your income details



Your preferred retirement age



Your assets



Your liabilities



Your will



Please detail your current pension plans, including provider, policy number, details of contributions and latest value (if known)



Please detail your current life assurance/disability insurance. Include details of your provider, policy number, policy type, sum assured and premium



Please detail any potential windfalls you may have



Your objectives



Your spouse's full name



Your spouse's date of birth



Your spouse's occupation



Is your spouse employed or self employed?

Employed
Self Employed

Is your spouse a smoker?

Yes
No

What is your spouse's general state of health?



What is your spouse's address (if different from yours)?



Your spouse's contact details: Landline, mobile, fax and email



How many dependant children does your spouse have? Please include names and ages



Please specify any education costs your spouse pays



Your spouse's income details



Your spouse's preferred retirement age



Your spouse's assets



Your spouse's liabilities



Your spouse's will



Please detail your spouse's current pension plans, including provider, policy number, details of contributions and latest value (if known)



Please detail your spouse's current life assurance/disability insurance. Include details of the provider, policy number, policy type, sum assured and premium



Please detail any potential windfalls your spouse may have



Your spouse's objectives



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Corporate Benefits

Financial Planning

Freedom

Insurance Brokers

Mortgages

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Become Our Client

Charges

Meet the Team

Investment Management Fact Finder