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Ongoing service

One of our core service principles is building long-term relationships. When you choose us to manage your investments, it is with the intention of developing a long-lasting relationship. We maintain this relationship with our ongoing service approach.

  • Ongoing service

    Your client team will be able to help you with any queries you have as we work according to your agreed investment plan. We will continue to monitor your plans and manage areas such as capital gains planning, utilising investment allowances and providing up-to-date valuations.

  • Reviews

    During the first review meeting, we will agree how often you would like to meet. This can vary from client to client and will be agreed in writing in our service agreement. It is a chance to take stock and for us to continue the discovery process. These reviews enable us to ensure that the current planning continues to be suitable, and identify whether any changes are required. If a meeting is required outside of the agreed review process, this will be included in the ongoing service we provide.

  • Confirmation of suitability

    If we decide that the current planning meets your circumstances and objectives, we will provide you with a report confirming this ongoing suitability. If, however, we find through the review process that it is no longer the most suitable option for you, then we will issue updated advice to alter your planning in response to your changing circumstances

Current reality goal

The most important thing to understand about investing is that you do it in order to achieve a goal; not necessarily a financial one, but one which will need financial security.

The next important thing to understand is that there is rarely a straight path to achieving that goal. Your investments will go up and down in value and sometimes achieving that goal may feel far away. Your financial planner can help you to keep that goal in sight and help you to achieve it ensuring that despite the ups and downs.

What our clients say

As an American residing in London, I have complex tax requirements having to file both in the USA along with the UK.

Satis Tax has not only undertaken this massive assignment with rigour, but more importantly, it has been the very personal engagement and insightful counselling that has shaped the relationship beyond the professional requirement. Their work undertaken has been flawless in its execution. Without hesitation I would recommend their services to all those that require a level of professionalism that goes beyond a remit.

Carol
London

Ross Badger, and now his team at Satis Tax, has been handling my US and UK tax affairs for almost 25 years. Aside from the high quality of the firm’s work and its tireless effort to ensure that tax planning in both jurisdictions is as efficient as permissible, what I have particularly liked is the unstinting personal service that Ross and his colleagues provide. But, perhaps, the best indication of my satisfaction with Satis’ work is the numerous clients I have referred to the firm all of whom have been equally happy with their experience.

Bob
London

Although tax time is no fun for most people Satis Tax makes it easy and painless. Their knowledge of both US and UK tax requirements along with their quick response to queries has enabled me to spend more time on other pressing issues.

Rita
Phoenix, AZ

One or more of the Satis Tax principals has been handling my personal taxes, both US and UK, for over 35 years. That fact speaks for itself. Several aspects of Satis' work impress me: 1) Thorough understanding of both the UK and USA tax systems; 2) Attention to detail; 3) A conservative approach combined with an appreciation that for the client "every dollar/pound matters" when it comes to limiting one's tax liabilities.

Mat
Montana

Having decided to emigrate to the U.S., I was completely unprepared for how complex the interaction between the UK and US tax systems would be. From initial tax planning advice prior to emigrating, several subsequent complex business transactions, to filing both our UK and US annual returns, I’ve always felt assured that Satis have a complete understanding of the complexities of the tax regulations. This has freed us from the worry of tax compliance in both countries. Over and above keeping us complaint, they have been an invaluable sounding board when we have found ourselves facing personal decisions that have had tax consequences through the years we have been living in the US.

Rob
Florida