You are here: Employee Benefits Services > Related Services
Jardine Lloyd Thompson is one of the UK's leading providers of
pension and benefits services, with a reputation for providing
innovative, tailor-made solutions for our clients.
At Jardine Lloyd Thompson Private Clients, we believe in a culture where long-lasting client relationships and first class client service is central.
Jardine Lloyd Thompson is fully aware that the individuals using our Private Clients service demand the highest standards of professionalism and discretion. So our approach is as follows: We will...
- Understand your needs
- Assess your finance situation
- Document and present our proposals
- Implement your financial plan
- Monitor and refine your plan regularly to achieve your financial goals
Welcome to Jardine Lloyd Thompson Private Clients
Investment Portfolio
Construction & Monitoring
Most advisors, including yours, will assess your needs, review your existing portfolio and advise on suitable investments for your current situation. But, do you have access to:
- Sophisticated risk profiling tools to align your personal risk attitudes with your aspirations;
- Access to a vast range of funds independently selected from the whole of market;
- Regular and accurate portfolio valuations;
- An ongoing, long-term, 1-1 partnership to meet your goals.
It's how we create, construct and monitor investment solutions that are right for you now, and in the future.
Retirement Funding
In retirement, you want enough money to do all the things you've worked hard to enjoy. Our aim is to help ensure you can.
Whether you are just starting to plan, want to finesse your current strategy or need to maximise your investments prior to retiring, Jardine Lloyd Thompson Private Clients will help. From in-house specialist Self Invested Personal Pension administration to access to a range of funds tailored to satisfy your risk and reward profile; our consultants shape a personal retirement plan that builds your capital, maintains the growth and keeps pace with both your personal needs and inflation in retirement.
Inheritance Tax Planning
At Jardine Lloyd Thompson Private Clients our intention is to minimise your Inheritance Tax liability in the most effective manner, whilst ensuring that you retain adequate benefits and income to enjoy your life. Benefits of our services are:
- Professional advice to ensure you utilise your IHT exemption
- Tailored strategies to reduce IHT liabilities
- High awareness of IHT legislative change and how this affects you.
Personal / Keyman Protection
Life assurance and income protection are an essential part of financial planning. We review the consequences of tragic events such as death or incapacity and illustrate how they may affect your family life. We will then structure an appropriate solution to minimise the financial consequences of such an event. Jardine Lloyd Thompson Private Clients benefit from:
- Online quotation sytems to give quick indication costs of cover;
- Independent advice on suitable products to provide appropriate cover;
- Close relationships with insurers that can help to ensure an efficient underwriting process;
- Flexible contracts that change with your circumstances.
We all face many financial choices in life. We take advice from family, friends and financial advisors. Your trust in your family and friend's advice is clear, your choice of financial advisor should be too. Don't leave one of the biggest decisions you have to make to chance - trust Jardine Lloyd Thompson Private Clients.
