Annual statement of holdings
24 hour access to your portfolio via your own personal client website
Secure messaging and updates
Access to all information on mobile devices
Access to our support team
Professional expertise and governance embedded into our investment processes
Regular Portfolio Rebalancing
Regular Valuations
On-going Expert Support
On-going access to your adviser
Review Meetings including:
Review of Objectives
Review of Risk Profile
Review of Asset Allocation
Review of Tax Changes
Updates & Valuations
Comprehensive Financial Health Check:
Detailed Tax Planning
Estate Planning
Income / Expenditure Review and Forecasting
Minimum Cost
Cost based on the total value of your investments
Cost based on a fixed fee
Cost based on an Hourly Rate £150 per hour