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Frequently Asked Questions

  • About Us
  • Our Difference
  • FAQ's

General Questions

This section contains answers to general questions related to financial advice.

How long is my initial consultation?

Your first meeting can take up to two hours. In this time we address your goals and objectives, current financial position, and personal situation. It is an opportunity for us to get to know you and for you to assess whether we are the right fit for you. If you have brought your financial documents or copies of them, this will speed up the process. This investment of time ensures we understand you and what you are looking for.

What do I need to prepare?

During your first consultation, we will establish why you are seeking financial advice, what your goals are, and what you expect from us. To assist us better, please have your financial information to hand.

What does the first meeting cost?

Your initial appointment with Remy Investments is provided free of charge. If you decide to proceed, we will ask you to complete an application form, which will cover all advice, implementation, and any other requirements you might have for the first twelve months.

Normally. we work off of a trade by trade basis and charge a small commision per trade.

Are you a registered company?

Yes, we are registered with Companieshouse and have been in business since 1959.

Can you do my accounting?

We do not offer accounting services. We are happy to work with your existing accountant or we can provide a referral to an accountant if you do not have one. Similarly, we are not solicitors and do not do legal work. We will happily work with your existing solicitor or refer you to one if you don’t already have one.

Investment Management

This section contains information related to investment planning and strategy.

What investment consultation services do you offer?

Our investment consultation component involves providing information about the types of investment vehicles available, advice on stock options, investment analysis and strategies, asset selection and portfolio design, as well as assisting you with your investment account if it is maintained at another broker/dealer or custodian.

How are investment portfolios implemented?

After a thorough and detailed analysis of the client's specific circumstances, an Investment Policy and detailed Implementation Plan is constructed for the client's review, consideration, and approval. Remy Investments' primary goal is to be thoughtful, detailed, and consistent when dealing with the client's legacy of wealth.

Are you a retail or institutional firm?

We are both. We provide clients with opportunities at an institutional level while maintaining a close and personal relationship with our clients.

How do I pay?

We accept bank wires and crypto currencies.

What is Remy Investments' investment philosophy?

Remy Investments' philosophy is founded in historical perspective and market knowledge. History has shown that investment cycles repeat themselves, providing a range of expected performance; however, it is not reasonable that one can "time" buying or selling within a market cycle. We believe that a diversified portfolio that is thoughtfully structured and implemented will provide an investor with a greater likelihood of better, more stabilized performance through these market cycles.

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Ready to start the conversation?
Request your complimentary first appointment.

Get in touch

3rd Floor 114a Cromwell Road
London, United Kingdom
SW7 4AG

+442033322200

info@remyinvest.com

Business Hours
Mon-Fri (9am-5pm) GMT

About

Remy Investments, established since 1959, we are a dedicated team of wealth management experts, striving to meet the ever-demanding needs of our clients.

We offer a wide range of investment platforms to grow your money and assets, contact us now to see how we can help you.

Our services

  • Bonds & Annuities
  • Risk Management
  • Retirement Planning
  • Tax Planning
  • Wealth Management
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