Complete RPI has alliances with many professional organisations in order to offer our clients unrivalled and bespoke property advice.
In September’s publication we shall be discussing the topic of gearing and portfolio management. We work hand in hand with other professional organisations as there can be a considerable overlap in terms of services that are offered to clients. For example, we work with The Henley Group Limited, part of FTSE100 company St James's Place Wealth Management Group, who are a private client financial planning and wealth management company with offices in Hong Kong, Singapore, Shanghai and the UK. The Henley Group believes in the concept of holistic financial planning, which involves reviewing and planning an individual’s financial affairs as a whole, taking into consideration how they interconnect with their short, medium and long term goals. Part of this broad approach to financial planning would involve a higher level assessment of a client`s property position in respect of overall exposure to the asset class, level of gearing and exit strategy.
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