We offer our clients two levels of service dependent upon frequency of contact, investable assets and the nature of the work undertaken.
We will help you to decide which level of service meets your needs, obviously the more complex the arrangement the greater will be the ongoing need for advice and management.
|Service Provided||Financial Planning||Wealth Management|
|❖ Clients with assets under £250,000 will not receive the above services|
|Annual investment report, including plan valuations and fund analysis||■||■|
|Annual review meeting with adviser||■||■|
|Up to three further meetings with adviser per annum||■|
|Biennial review meeting with adviser ❖||■|
|6 monthly investment report provided via our secure Personal Finance Portal ❖||❖|
|Re assessment of attitude to risk conducted at annual/biennial review||■||■|
|Suitability of individual investments examined at annual/biennial review||■||■|
|Areas of shortfall reviewed and discussed ❖||❖||■|
|Cash flow modelling conducted and reviewed||■|
|Income and expenditure assessments||■|
|Goals based reporting||■|
|Wealth accumulation and de accumulation plans designed||■|
|Fund factsheets available via Personal Finance Portal||■||■|
|Access to our online Personal Finance Portal/secure email service/live valuations and fund performances||■||■|
In addition to this we can agree to work with you on a transactional basis which is charged at our standard hourly rates. This does not provide any ongoing financial planning assistance.
We will estimate the costs of works to you as accurately as possible prior to commencement.