Objective Wealth

Our Services

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

Wealth Management

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

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