PRIVATE INVESTORS

TAM Asset Management does not give financial advice, so we work with experienced financial advisers and intermediaries to offer our services to clients. Therefore, if you would like any information on our services below, please contact your financial adviser directly.

Getting advice

Choosing A Financial Adviser

For most people, their relationship with their financial adviser is a long term one, so it's important to choose one who's right for you. Here are a few things to consider:

Expertise: Most customers have specific financial planning needs. If you are interested in a particular area of investing, such as retirement or inheritance tax planning, choose an adviser with appropriate experience in that field.

Flexibility: Is it more convenient to see them at your home or at the office? Check with your adviser to see how flexible they are.

Payment: Different types of advisers are paid for their services in different ways. If you prefer to pay your adviser directly by a fee rather than through commission, make sure that your adviser offers this option.

Trust: Be sure that you're putting your trust in someone with the appropriate authorisation by checking with local regulators

Try before you buy: Advisers will typically offer an initial meeting free of charge, providing you with an opportunity to see if they are right for you.

Ask questions: There are questions you will want to ask before deciding on a financial adviser. During your first meeting with them it's your chance to make sure they are right for your needs, so don't be shy. It's your future and you have to get it right.

 

Finding A Financial Adviser

There are many ways of finding a financial adviser. A personal recommendation is generally a good place to start, alternatively, there are many websites that list advisers in your area or country. 

Often your financial regulator will be able to offer you a list of recognised financial advisers that may be suitable.

Although we cannot recommend a financial adviser to you, we are happy to give you a list of the financial advisers in your area/country that we frequently do business.

Choosing your financial adviser is your first step in making a solid plan for your future, so take your time to think it through.

Treating customers fairly

The Treating Customers Fairly (TCF) principle, outlined by the FCA and implemented in 2007, aims to raise standards in the way firms carry out their business by introducing changes that will benefit consumers and increase their confidence in the financial services industry.

At TAM, our ethos has always been to put the customer first and we pride ourselves on the service we provide. With the FCA's call for the industry to focus on consumer outcomes and TCF, this has been cemented into our daily operations.

We believe that by making TCF a core element of our business culture, it will add protection to our clients and instil a peace of mind that is vital in sustaining a successful working relationship. We therefore welcome any and all feedback as it allows us to see the business from another perspective and tailor our operations in a manner that will benefit our customers.

If you would like to comment on any aspect of your dealings with TAM, please email us at: compliance@tamassetmanagement.com

Accessing your account

TAM clients have 24-hour access to their accounts through our innovative online platform. Below are simple instructions for how to access your account and navigate your online valuations.

 

1.    Select “CLIENT LOGIN” at the top of the screen:


2.    Enter your Username and Password and select “LOGIN”: 

If you have not yet received your username or password please contact our operations team:

+44 (0) 207 5497 650 | admin@tamassetmanagement.com


3.  You will then see your Account Summary page:



Here you will find up to date portfolio valuations, detailed analysis of investments, performance measurement and details of asset exposure. With a few clicks it is possible to draw a full management report of your chosen dates and style, which can be delivered as a .PDF instantly.