FAQS.

Yes

Sports, Media and Entertainment Wealth Management Limited is an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.

Your plan can be reviewed on a quarterly, semi-annual or annual basis to suit your needs.

Our fees are detailed in our Terms of Business, however, each individuals’ circumstances are different therefore we are unable to confirm an exact fee before the initial consultation, which is free of charge. When we have learnt of your financial goals, we will advise you of our fee at which point you can decide if you wish to proceed.

Using our experience and qualifications we are able to provide the best advice to help you meet your goals in the most effective manner and make you aware of things you may not know about.

To optimize your tax planning strategies in the UK, it is advisable to utilize available tax-efficient investment accounts such as Individual Savings Accounts (ISAs) and Self-Invested Personal Pensions (SIPPs). Maximizing your pension contributions and taking advantage of tax reliefs and allowances can also help reduce your overall tax liability. Consulting with a financial planner who specializes in UK tax laws can provide personalized advice tailored to your specific circumstances.

A pension means different things to different people, but it is generally regarded as a plan in which you save for your retirement, which when you come to retire will have accumulated a value and will then provide you with a benefit.

Put simply ‘capital’ is the money that you choose to invest. With market fluctuations and other outside risks, an investment will always bear some form of partial or total risk to your funds.

Our objective is to provide the best advice that we can to help you minimise your risk profile, however we will always try to reiterate that there will always be a risk to capital with any investment.

Ensuring financial stability and security during unforeseen circumstances requires careful planning. Building an emergency fund that covers three to six months of living expenses can provide a safety net in case of job loss or unexpected expenses. Additionally, having adequate insurance coverage, including health insurance, disability insurance, and income protection insurance, can safeguard against income loss due to illness or disability. A comprehensive financial plan, including contingency strategies, can help you navigate challenging situations and maintain financial stability. Working with a financial planner can provide valuable insights and guidance specific to your circumstances.

As a whole-of-market service for mortgages through our network Quilter Financial Planning, we can access deals that you may not be able to get, including with major private banks. Through our extensive network, we can also source deals at the touch of a button, saving you hours of effort. If you have complex income (such as self-employment, music/film/TV royalties, fight purses, or foreign currency), we can find the most suitable lender for you.

We can apply for a new rate up to six months before your current deal matures.  If rates reduce after a product is secured and before your current deal ends, we can apply for that rate too (subject to eligibility).