General Questions
This section contains answers to general questions related to financial advice.
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.
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.
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.
Yes, we are registered with Companieshouse and have been in business since 1959.
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.
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.
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.
We are both. We provide clients with opportunities at an institutional level while maintaining a close and personal relationship with our clients.
We accept bank wires and crypto currencies.
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.