Key Features of Fat Prophets Platinum Plus

The Platinum Plus service provides a one-to-one personalised portfolio analysis and initial financial “health check”, as well as access to all Fat Prophets value-based investing reports.

The service includes an initial face-to-face meeting with one of our CFA qualified analysts of sixty to ninety minutes duration, enabling clients to submit their portfolio for impartial and professional advice. Clients will be provided with a proposed investment strategy, which is reviewed on a regular and ongoing basis.

Subsequent thirty minute monthly follow-up consultations may be conducted either face-to-face or by telephone.

After each consultation, a written summary of the advice and recommendations is provided.

The bespoke investment strategy includes the following:

(i) Investment Objectives

(ii) Risk Assessment

(iii) Asset Allocation

(iv) Macro-economic positioning

(v) Dividend strategy

In addition to direct contact with a CFA analyst, clients also have a dedicated senior account manager.

Platinum Plus clients also have preferred access to the Fat Prophets Discretionary Managed Account, which includes no performance fees for the life of the investment.

How To Become An Exclusive Fat Prophets Member

To find out more about the Platinum Plus club please call 0800 389 0705 today or email info@fatprophets.co.uk.