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.
Transactional
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
Foundation
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
Growth
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