This service is open to those clients with assets under management of between £150,000 and £250,000 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:
 Half yearly valuations
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We will report to you half yearly with an up to date valuation of your investment and pension portfolios. |
Comprehensive annual review
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Each year you can meet with a qualified consultant who will present your portfolio review, answer any questions that you have and provide advice. |
File Maintenance
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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. |
Providing you with information or advice
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You can telephone, write or email our administration or advisory team for information, or advice, about any of your policies for which we hold records. |
Access to our website
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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, although this may be offset against any commission, which may be paid to us on new business.
New investment or business transacted will incur a transaction charge, which will be fully disclosed.