Client news | July 6th, 2021
ISM has partnered with the WillU Financial Group to offer a wide range of financial services products…
To our clients and their friends and families, all in one place. WillU is a directly authorised FCA regulated Independent Financial Advisor that accommodates a range of services for all athletes in their professional career.
WillU has researched the market to ensure our clients receive the best products, price, and service with a brand they can trust. Coupled with that we want to ensure our clients are dealing with someone they can relate to and who will leverage technology and evolve with the changing times.
The careers of all ISM clients are very important to us
and a big part of that is making sure that their financial affairs are all in order and well managed and they are not ripped off.
The process will start with a very simple lifestyle check to understand a client’s personal needs and what services they require so that we can achieve the best possible results across the whole spectrum of financial services on offer.
In partnership with willugroup
• Career-ending injury
• Income protection
• Contractual bonus
• Personal media liability
• Worldwide residential property
• Jewellery & Fine art
• Business Insurance
• Kidnap, ransom and extortion
• Marine craft and yacht
Offers a range of products in several tax-efficient wrappers including personal pension plans, ISAs and investment products. Every client has a dedicated advisor who they can discuss any of their financial affairs with to ensure they achieve their long-term financial goals.
Provides a wide range of foreign exchange and international payment services at the most competitive rates on offer in the market.
• Booking holidays
• Buying luxury items abroad
• Buying a holiday home
• Sending money to family
• Chartering a plane or a yacht
Offers a full concierge service and secures premier tickets for major events and popular restaurants.
ISM offers a bespoke training & support service tailored to each individual client’s needs. This includes guidance & management of social media platforms, tutorials on dealing with the written press & broadcasters, preparing for interviews & coaching on careers within the media industry.
Offers Private Health Insurance cover, Life Insurance, Serious Illness Cover and Income Protection to clients and their friends and families. We offer a whole of market approach so that we can make sure we achieve the most appropriate cover at the best price.
ISM has partnered with Pembury, Clarke and Associates who are a registered HMRC agent and are able to provide the following services:
• Self-assessment returns
• Management accounts
• Statutory accounts
• Corporation Tax computation
• Payroll and P11d preparation and submission
• Auto enrolment for pension schemes
• VAT preparation and submission
Offers the following services:
• Making a Will
• Creating Trusts
• Funeral Plans
• Lasting Power of Attorney