This service is open to those clients with assets under management of £250,000 or over where we are receiving client agreed remuneration 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 half yearly financial reviews
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Bi-annually you will be invited to meet with a designated adviser 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 your designated administrator or adviser for information, or advice, about any of your policies for which we hold records. |
Liaison on your behalf with other professionals such as your solicitor or accountant
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We are prepared to meet with other professionals in order to ensure your financial goals and objectives are met in a consistent manner. |
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 can be offset against any client agreed remuneration, which may be paid to us on new business.
New investment or business transacted will incur a transaction charge, which will be fully disclosed.