We offer a wide range of service levels catered to help you and your financial future. Whatever your situation, we have a package that can help you.
Fee agreed at outset with no ongoing requirement for advice
● Assessment of needs and requirements
● Research –
● Full written report
● Access to current Centralised Investment Proposition
●Implementation of advice
0.75% – Min charge £750 per annum
Everything in Transactional plus…
● Full annual review
● Quarterly portfolio rebalancing
● Access to our planning portal
● Quarterly newsletter
● Important news updates
● Ongoing realignment to Central Investment proposition
0.75% – min charge £1,500 per annum
Everything in Foundation plus…
● No fees applicable for top ups
● Ongoing tax planning
● Cashflow modelling
0.75% – minimum charge £2,500 per annum
Everything in Growth plus…
● Half-year reviews
● Full access to an adviser during office hours
● Subsidised access to will writing and accountancy services
● Engagement with beneficiaries and trustees
● Access to decumulation strategies
Objective Wealth Ltd is authorised and regulated by the Financial Conduct Authority. Register no. 827991.
Registered office: Little Ghyll, Durbans Road, Wisborough Green, West Sussex, England, RH14 0DQ.
Registered in England, company no. 11456196. Copyright © 2022 Objective Wealth Ltd.
Photography courtesy of Unsplash.
Website by Kane Brooker.
