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Our Values

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  • Our Values
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Our Values are the guideposts that will help us achieve our bold Mission. They define who we are and how we work together: we are a digital, customer-centric market leader that's leading the change customers demand.

Own it

We feel empowered to make decisions and take action to deliver our mission.

Think big

Anything is possible. We can always find a better way.

Share your humanity

We build a supportive, diverse and thriving workplace.

Get it done together

We’re surrounded by an amazing team. Do it better by working together.

Obsess about customers

We predict their needs and do everything in our power to satisfy them.

Do the right thing

We act with integrity and do what we say.

Wealth planning

Wealth planning is a financial planning and investment service that enables you to benefit from our extensive financial planning experience and expertise – whether you are looking to grow your investments, pay off your mortgage, increase your pension pot, fund your children’s school fees or provide financial protection for your family.

Step 1: Explore your options Wealth planning gives you anytime access to a range of calculators and tools that allow you to map your financial goals and explore potential options.

Step 2: Speak to one of our financial planners Your one-to-one telephone consultation with one of our experienced financial planners will then give you the confidence to understand the options available to you to meet those goals.

Step 3: Agree your approach our planner will work with you to establish your goals, build a list of long-term priorities and create a detailed financial plan. If appropriate, they will work with you to decide which of our Share-Class portfolios is right for you.

Step 4: Keeping track and review Your circumstances can change, so regular annual reviews will ensure your financial plan remains the best choice for you.

Access to our Managed Portfolio Service

As a Comfort Access asset client you will enjoy access to five ready-made investment portfolios with a range of investment risk levels. Your financial planner will select the investment portfolio that most closely matches your goals, ambitions and attitude to risk. Our portfolios are invested in a mix of different types of investment – including cash, bonds and shares – and are based on the insight of our in-house research team who are dedicated to adding value to your investments This enables us to offer you choice and a style to suit you at a cost-effective price. Each month the mix of assets for each portfolio is assessed, and if necessary, adjusted to ensure the portfolios stay on track to meet their objectives.

About

We are a global asset managers with broad and deep expertise across all major asset classes. This, combined with our insurance heritage, uniquely positions us to help you achieve your financial goals. Comfort Access global Asset management is one of the largest independent financial groups in United States of America, providing comprehensive services to clients worldwide – including asset management, wealth management, retirement option , and life insurance.

More

  • History
  • Mission
  • Our Values
  • Why Us
  • Risk Management

Extra

  • Passive ETF
  • Multi Assets
  • Real Estate
  • Fixed Income
  • Equities

Contact Us

  • Address
    22 St Denys Road, Portway
    HR4 2EP, United Kingdom


    2661 Five Points Hanover,
    Maryland, United States
  • Phone
    +447882556364

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