This service is available for individual clients who require advice on the following areas but who do not wish to use our Wealth Management Proposition:
- Financial Planning
- Investment Portfolio Reviews
- Pre and Post Retirement Planning
- Pension Reviews
- Tax Planning including Inheritance Tax
- Long Term Care Planning
- Buildings and Contents Insurance
- Mortgages
- Life Assurance
- Critical Illness Cover
- Income Replacement due to Illness
- Accident Sickness and Redundancy
- Ethical Investments
- Savings.
This will generally be for clients who have a single transaction that they wish to undertake and who do not require any ongoing advice. The service includes the following features:
|
Benefit Statement
|
You will usually receive an annual statement from ourselves or the provider / investment company (if applicable).
|
|
Review
|
Reviews will be available at an additional cost.
|
|
File Maintenance
|
We will hold your information on our client system.
|
|
Providing you with information
|
You can telephone, write or email our administration team for information about any of your policies for which we hold records.
|
After the initial consultation, the costs for the above are dependent on the service you require.