Whichers IFA Foundation service © pilarts - Fotolia.com

This service is open to those clients with assets under management of between £25,000 and £150,000 where we are receiving an ongoing advice fee of at least 1% per annum of the total value.

The features of this proposition are as follows:

whichers IFA brush iconBenefit Statement

 We will provide an annual summary of your policies for which we maintain information and a copy of our Client Information Form that we will invite you to update.

whichers IFA brush iconReview

 Following the update of your Client Information Form, we will review your circumstances and market conditions and provide you with appropriate advice where necessary.

whichers IFA brush iconFile Maintenance

 Any information that you provide to us will be updated on our client system and included in your annual benefit statement. We will also advise other parties of your revised details where this is appropriate.

whichers IFA brush iconProviding you with information

 You can telephone, write or email our administration team for information about any of your policies for which we hold records.

whichers IFA brush iconAccess to our website
Web access to your portfolio. The facility to view your investments online using your own protected password.

Any significant work undertaken in excess of the above will be charged at our normal hourly rate of £200.

New investment or business transacted will incur a transaction charge, which will be fully disclosed.

 

 

Whichers IFA Ltd Registered in England No.3586741 Registered Address: 150-152 Brighton Road, Coulsdon, Surrey, CR5 2YQ

Authorised and regulated by the Financial Services Authority. We are entered on the FSA Register No 189297 at www.fsa.gov.uk/register.

  • Search
  • Register
  • Sign In

    • Site Map | Printable View | © 2010 - 2012 Whichers IFA | XHTML 1.0 | CSS | Site created by Acvita ltd | Privacy Statement