Our Wealth Management Process

In our initial meeting, we'll discuss your current financial situation, budget and discover too, answers to the following questions

What’s important to you and your family?

Where are you at the moment and what are your most urgent priorities?

Where do you want to be and what would you like to achieve in the future?

Who else do we need to consider in creating your plan?

What other issues do we need to consider?

What’s your current investment experience?

Recommendations

Whatever your dreams are in life, good financial advice can help you achieve them. We're here to help you decide what to do right now, so you can live for today knowing you're prepared for the future.

We'll offer strategies to help you meet your financial and lifestyle objectives. It may cover areas such as:

Wealth Creation

Wealth Protection

Retirement Planning

Loans & Mortgages

Insurance

Investments

Service Proposition Schedule

  • 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

Proposition 1

  • £250
  • 1%
  • £1000
  • £1800 / 12Hrs

Proposition 2

  • £250
  • 0.75%
  • £750
  • £1200 / 8Hrs

Proposition 3

  • £250
  • 0.5%
  • £500
  • £600 / 4Hrs

Proposition 4

  • £Nil
  • £Nil
  • £Nil
  • £Nil

THE VALUE OF INVESTMENTS CAN GO DOWN AS WELL AS UP AND YOU MAY NOT GET BACK AS MUCH AS YOU PUT IN