Service Levels

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
Annual review meeting with adviser ❖
6 monthly investment report provided via our secure Personal Finance Portal ❖
Re assessment of attitude to risk conducted at annual review
Suitability of individual investments examined at annual 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.