If you are currently holding a QROPS, SIPP, investment plan, investment bond or insurance product, from the likes of Generali, Zurich, or Old Mutual International, and have lost contact with your original advisor, or have been unimpressed with your current advisor, we would be delighted to take over management of your plan with no transfer costs to switch to working with us.
You may also find that the costs associated with working with us are much lower than they have been with the firm that you were originally investing with.
As a UK head-quartered, and FCA regulated, financial services firm AES are a truly global, service driven, financial services group that puts its clients first – full stop. As winners of awards from the Financial and Sunday Times we operate all over the world.
We will normally have an initial, informal, discussion over the phone to see how we may best help you. Following on from that discussion we will then either fly out to see you or make an arrangement to meet with you in one of our global offices. Or, as is often the case in the 21st Century, conduct a review meeting via e-conferencing – which is very simple to organise and incredibly time efficient. What ever works best for you, works best for us.