1. Taurus Global Financial
Advisers Ltd

2. My Contact Details:
Skype: georgemigeod.
Viber: +44 (0)7809 116701.
Mobile: +44 (0) 7809116701.
E mail:
george@georgemigeod.orangehome.co.uk

3. Proudly different in our approach to financial
advice.
Fiercely independent.
Directly authorised with the Financial Conduct
Authority (FCA).
Fully qualified.
Rigorous ongoing professional development.
State of the art technology to assist you in
achieving your goals.

4. My services for you:
Wholly independent advice on the following
areas:
Investment planning.
Life and term protection planning.
Inheritance Tax planning.
Pensions and annuity planning.

5. Your own secure client web site will be set up
for you. This enables you to access your
investments and pensions on line through
Mac, Android and Windows technology.
Six monthly reviews on your investments.
Detailed risk profiling for all your investments.
Consolidation of old investments.
I will offer you award winning investment fund
managers.

6. What I need from you:
Full information of all your existing ISAs,
pensions, cash savings, unit trusts and
investment trusts.
Full information on your current circumstances.
Copy of your passport and a recent utility bill
(for each client transacting with me.)
Your goals and aspirations for the meeting.

7. What I will do for you:
Analyse your existing investments and pensions.
Ask you to complete a new risk profiling form.
Design an investment portfolio to match your current
circumstances and risk profile.
Make recommendations as to what should be done with legacy
investments and pensions.
Once recommendations are established then six monthly
reviews will be arranged to ensure performance is on track to
meet your goals.

8. In summary:
I will always recommend what is right for you,
not right for the product provider.
I will charge reasonable fees for this work and
ongoing reviews.
I will show no bias as to whom I recommend for
you.
You can contact me via your secure client web
site, via Skype and on the mobile.

9. Investment Managers:
Taurus Global is proud to offer access to the leading global and UK fund
managers from around the world and can offer unique access to Goldman
Sachs global expertise, as well as Schroders, Threadneedle, SEI, 7IM,
Allianz Global Investors and Close Brothers.
These managers can be accessed with no initial fee to the client and
thereafter low on going cost of ownership costs for the client.
These fund managers are available through all investment types: Sipps,
ISAs, on shore and offshore bonds and monthly savings plans.
Through my wealth platform access is available to thousands of OEIC, unit
trust funds, investment trusts, trackers and ETFs.
Multi asset strategic funds are a speciality.

10. So why Taurus?
In the age of impersonal internet providers Taurus
actually has personality and drive to get things done.
Taurus believes the firm can actually make a positive
difference to client’s financial well being.
Long term savings discipline and state of the art
technology can boost a client’s happiness with their
investments.
Accessibility to Taurus’s expertise through various
platforms: Viber, Skype, e mail, secure client site e
mails and mobile.