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Why Choose Provisio for Portfolio Management

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Why Partner With Provisio?

At Provisio we have a long history of working with legal and accountancy practices to deliver integrated advice for the benefit of mutual clients.

Our depth of knowledge and experience together with our unique investment proposition and extensive use of technology places us in an ideal situation to provide a comprehensive discreet and expert service to private and corporate clients – a service that we believe will enhance any professional proposition.

We produce articles and research papers which are designed to keep our professional partners abreast of developments, strategies and regulatory change in our profession. These enable us to identify successful concepts and provide commentary on finance issues as they emerge.

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Our preferred approach is to work closely with individuals, their families and professional advisers to gain an appreciation of a client’s goals, motivations and propensity for risk.

However, our proposition can also be more streamlined. In areas of tax planning we often work closely with professional partners to address a single issue on behalf of a client, taking care to ensure that we capture all of the information required in order to provide informed advice.

Our team approach ensures the uppermost level of service to clients who range from large owner managed businesses to wealthy individuals, families and trusts. We work with some of the UK’s leading specialists to ensure access to the highest level of expertise available and the most up to date solutions. These include strategies at the cutting edge of tax planning that are only made available to specialist tax mitigation advisers

Please do not hesitate to contact us to discuss how we may benefit your practice, either in respect of a specific area of financial planning or a more structured ongoing referral process. We are very happy to discuss potential solutions for client situations without charge or obligation.

The Provisio Trust Review Service

The “Provisio Trust Review Service” is designed to help de-risk your trust business and at the same time generate increased revenue through regular contact with trustees. In conjunction with STEP qualified experts we will conduct a thorough review of any existing private client or personal injury trust and create and maintain an up to date Investment Policy Statement (IPS) outlining the investment goals and objectives of the trust as well as detailing specific information on matters such as asset allocation, risk tolerance and liquidity requirements.

These criteria are then used to build a bespoke trustee investment solution within our Provisio Wealth Management which, as well as giving access to our unique range of low-cost, risk-graded portfolios, provides trustees and their advisers with immediate, on-line access to constantly updated valuation and performance data. We are currently offering this service without charge for trusts with assets in excess of £250,000.

If you have a private client or personal injury trust that you would like us to review please email info@provisio.co.uk or fax us a copy of the trust document along with a brief description of the existing trust property.

Our Credentials

  • Provisio Limited derives nearly 90% of it’s revenue from clients referred to us by accountants and solicitors.
  • We have many years experience of running successful JVs with professional firms.
  • Our advisers are all highly technically qualified and experienced.
  • Our advisers all operate comfortably at partner level.
  • Our advisers are remunerated by way of salary, not commission.
  • We operate a clear fee structure for advice.
  • Whilst you benefit from a single point of contact we operate on a team basis to maximise the quality of advice that we can provide.
  • Our unique investment proposition blends sophisticated asset allocation theory with ultra low-cost investment funds, offering a perfect risk-graded solution for private clients and trustees alike.
  • We use technology to give our clients unrivalled access to performance data and valuations of their portfolios.
  • We have experience of advising clients in Family Law cases.
  • We are a SIFA Professional Firm. SIFA is an organisation recognised by the FCA as the trade body for solicitor financial advisers.
  • We use sophisticated Cash-Flow modelling software to assist trustees when devising and reviewing investment policy statements (IPS).