Wayne Phillips - Encompass Financial Management Ltd

Encompass is an Independent Financial Adviser practice with over 80 years collective financial services experience. We provide advice and financial solutions across a wide range of client needs and provide advice to both individual clients and companies.

However, we specialise in Investment & Pension Fund performance analysis. We Assess, Structure and then monitor the ongoing performance of your investments and in doing so support you in the achievement of your financial goals and objectives.

The team at Encompass are very proud to have had the honour of being short listed for the UK title of New Model Adviser of the Year 2006. We were among 30 companies short-listed from an initial 6,000 IFA‘s around the country and recognised for the outstanding quality of service provided by the firm. We were one of only three firms short-listed in the South East.

We were nominated for the title after being interviewed by a research team from Citywire the publisher of New Model Adviser, one of the leading trade magazines for the UK’s financial services industry. Consultant actuarial firm AKG were also represented in the research team which amongst other things analysed how Encompass operated its accounts, the advice it gives to clients, professional qualifications held by it’s advisers and its implementation of technology.

Why use Encompass?
We believe that the job of being a financial adviser is far more comprehensive than just giving advice at any given time. Keeping a close eye on your investment funds on an ongoing basis is as important as picking the right ones in the first place. There are thousands of fund choices available to you both in the UK and overseas and like so many others you may not have the time or expertise to do this for yourself in what is a rapidly changing market place.

The main area of business that we deal in is assessing, structuring and monitoring existing and new client’s investments, using asset allocation, aligned to good fund and product research in tandem with modern industry related technology. Our 3 main objectives are to help our clients maximise gains, limit losses and avoid paying unnecessary tax.

www.encompassfm.co.uk

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