Becoming a Client

You’ve worked hard and trusting someone with your retirement savings can be overwhelming. Fisher Investments UK, a part of the Fisher group of companies, wants to make sure your choice to become a client is as straightforward and stress-free as possible. Our step-by-step process is designed to be simple and hands-on to provide you every assurance that your financial future is in the right hands.

First Steps

When Fisher Investments UK begins a relationship with a prospective client like you, we take the time to understand the full scope of your financial situation and the goals for your retirement. Only after we have an in-depth understanding of the details of your financial circumstances do we make a portfolio recommendation for you.

Your Tailored Portfolio Recommendation

Your local Private Client Director will share the details about your goals and financial situation with a Fisher Investments UK Analyst, who will review your information and prepare a portfolio recommendation for you. Upon reviewing this recommendation with your Private Client Director, you’ll learn exactly how Fisher Investments plans to manage your hard-earned money and how the strategy aligns with your financial circumstances, however they might evolve or change.

Once you approve the portfolio recommendation and your account is set up and funded, Fisher Investments will implement the strategy designed for you.

What You Can Expect as a New Client at Fisher Investments

When Fisher Investments UK begins a relationship with a prospective client, we take the time to understand the full scope of a client’s financial situation and goals for their retirement. Only after we have an in-depth understanding of the details of a client’s financial situation do we make a portfolio recommendation for them.

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Ongoing Support

As a client, your investments are managed by Fisher Investments UK’s parent company, US-based Fisher Investments. With Fisher Investments, you’re not simply an account number. You get direct, proactive service from your own Investment Counsellor, who will not only support you during the account opening and portfolio recommendation process, but will also introduce you to the many services available to you as a client.

Your Investment Counsellor will be your liaison to the Fisher Investments’ Investment Policy Committee (the decision-makers for your portfolio) and Research Department, among a host of other resources.

In getting to know you personally, your Investment Counsellor will seek to learn more about your retirement goals, financial obligations, and other details about your family, health, interests and aspirations. The better they know you, the better Fisher Investments can tailor an investment strategy aligned to your personal situation and goals.

On an ongoing basis, your Investment Counsellor will update you with Fisher Investments’ views on the equity market and other information that may affect your portfolio. As a Fisher Investments client, you will also have access to a wealth of information and client resources.

If anything about your life or financial goals changes, your Investment Counsellor will make sure your portfolio is still on track to provide what you need. You can call your Investment Counsellor at any time with any questions or concerns about your portfolio. Whether they pick up the phone or you do, you can count on Fisher Investments to help you spend more time enjoying your life instead of worrying about how you’ll pay for it.

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Contact Us

Learn why 150,000 clients* trust Fisher Investments UK and its subsidiaries to manage their money and how we may be able to help you achieve your financial goals.

*As of 31/03/2024

New to Fisher? Call Us.

0800 144 4731

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