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

  • Professional expertise and governance embedded into our investment processes
  • 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
  • On-going access to your adviser
  • Regular Valuations
  • On-going expert support
  • Regular Portfolio Rebalancing
  • Review Meetings including:
  • Review of Objectives
  • Review of Risk Profile
  • Review of Asset Allocation
  • Review of Tax Changes
  • Updates & Valuations
  • Comprehensive Financial Health Check:
  • Estate Planning
  • Income / Expenditure Review
  • Free fund switches
  • Drawdown Review
  • Drawdown application
  • Drawdown Withdrawals
  • Minimum cost
  • Cost based on the total value of your investments

Proposition 1

  • £500.00
  • 1.00%
  • 12 hours

Proposition 2

  • £250.00
  • 0.50%
  • 4 hours

Transactional only

  • N/A
  • £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