Financial advice review service
We provide a bespoke review service for all of our investment and pension clients. The level of service is determined by the amount of funds we manage on your behalf. There are three levels ranging from our basic service for clients with smaller investments / pension portfolios through to our wealth management service for clients with larger investment / pension portfolios.
· Wealth Management Service
A comprehensive review service for clients with larger investment / pension portfolios who usually have more complex and evolving financial planning requirements. These could include estate and tax planning which may involve professional partnerships with other specialist tax and legal services. This is an extensive and proactively managed review service.
Qualification criteria - Available to all our investment / pension clients with funds under management of £100,000 or more.
· Standard Financial Planning Service
A standard review service for clients with medium size investment / pension portfolios who are unlikely to require complex planning. It is a straightforward financial planning review service for clients who value access to experienced and approachable staff.
Qualification criteria - Available to all our investment / pension clients with funds under management of between £30,000 and £99,999.
· Basic Financial Planning Service
A basic review service for clients with smaller size investment / pension portfolios who are likely to require a simple and limited review service.
Qualification criteria - Available to all our investment / pension clients with funds under management of up to £29,999.