AXELA LONDON Your Financial Lifestyle Butler

I assist my clients and their businesses to organise and optimise their assets and cashflow, through Portfolio Analysis and Cashflow Forecasting, in order for them to achieve and maintain their desired Lifestyle.

My business is family run and a personal one to one service. I worked in the Financial Services Regulated Industry from 1988 and sold my Financial Advisory business in 2010, choosing not to sell any more financial and regulated products and instead to focus on assisting my clients and their Accountants, Financial Advisers and Mortgage Advisers, in order to bridge the gap and provide the most unbiased non commission based financial assistance, analysis and information service to my personal clients and their businesses.

My clients receive the necessary financial assistance and information that product based advisers cannot give, however, is vital to achieve and maintain the lifestyle they want. The service assists Clients to become financially preventative and to diagnose, decide and follow a clear and safe path now and into the future, to avoid financial problems and stress. We live in changing times and economic uncertainty, therefore it is crucial to take control of your finances, in order to navigate a successful future.

My practice does not earn commissions, instead it works like a Cooperative by set monthly retainer fee, with no cap on time. I work at my client’s discretion and they make many fold the set fee I charge, by my assisting them to reduce costs and find opportunity for growth.

I have been serving clients for 35 years, assisting them to build businesses and sell them, to build property developments in six countries and assisted them in the management of extensive real estate rental projects, achieving international awards for three years in a row, during my tenure. I bring all my experience to assist all of my valued clients.

All of my clients have more time to enjoy their lives and families, knowing exactly what they have, that their loans, mortgages and assets are optimised and they remain reassured that they are achieving and maintaining their objectives and goals through their written and regularly reviewed Lifestyle Financial Plans.

Give me your personal or business financial problems and objectives. I love a challenge to assist you to solve them, whether its a second home, holiday home or developing a property portfolio for your retirement and children, I am here to help.

Please find below a description of my specific service.

ORGANISATION & ADMINISTRATION

I organise and collate all of your financial information. I input all of your assets and liabilities, income and expenditure into the Portfolio Analysis spreadsheet system and prepare a Pre-appointment pack, noting your goals and aspirations, which we check together and you agree is fully comprehensive and accurate.

PORTFOLIO ANALYSIS

I conduct a full analysis of your financial affairs, using the Portfolio Analysis tools and my experience to prepare Options for you to consider. The system and tools take the complexity and numbers and make it simple to understand. I assist you and your Regulated Advisers to address the following areas in order for you to optimise your financial affairs.

Mortgages and loans, to see if you can save money.

Assets versus loan debt and your Gearing Ratios, the temperature of your portfolio.

Inflows (income) versus outflows (expenditure) and the surplus or deficit position.

Asset positions, to identify any opportunities to increase growth and income.

Protection of your family or business.

Government allowances, to see if you are maximising your tax efficiency.

Warning signs of possible problems in the future that are not obvious to the naked eye, however are diagnosed by the Portfolio Analysis system.

LIFESTYLE FINANCIAL PLAN

I meet with you to present and assist you to build and write your financial plan. We consider all of your financial affairs in one sheet and we review my findings. We consider the options available to you, in order to Optimise your current position. I also present those Options and what needs to happen, in order for you to achieve and maintain your Desired Future Lifestyle.

MINUTES & ACTIONS

Details of our discussions and the conclusions, as well as most importantly the Actions that need to be taken, by when and by who. Your written Financial Plan and Portfolio Analysis spreadsheet accompanies the minutes, in order to provide you with all you need in order to review our work privately and make the important decisions, in order to reach optimisation and start your journey towards your Future Desired Lifestyle.

BENEFITS

Be financially organised, knowing exactly what you have.

Optimise your current personal financial position or business efficiency.

Make the most of the Government tax efficient allowances.

Set targets and a written plan to build your wealth and review and maintain it every year.

Knowing you have an up to date will and working plan for succession.

Spend more time enjoying your family and lifestyle.

THE COST OF MY SERVICES

(A) PERSONAL SERVICE

I charge a set fee of £250 per month and you are free to leave at any time.

I am offering new Clients the first month free, so that you can trial my service and be sure that it is for you, as well as a discount of £100 per month for the first six months. So you only pay £150 per month.

(B) BUSINESS SERVICE

I charge a set fee of £250 per month and you are free to leave at any time.

I am offering new Business Clients the first month free, so that you can trial my service and be sure that it is for you, as well as a discount of £100 per month for the first six months. So you only pay £150 per month.

(C) PERSONAL & BUSINESS SERVICE

I charge a set fee of £400 per month to assist the same personal Client and their business together and you are free to leave at any time.

I am offering new clients and their connected business the first month free, so that you can trial my service and be sure that it is for you, as well as a discount of £200 per month for the first six months. So you only pay £300 per month.

NOBODY PLANS TO FAIL - INSTEAD THEY FAIL TO PLAN

Please feel free to contact me, with any questions regarding my services or your personal or business needs. I can also arrange existing Client testimonials if required.