Core Transactional Service
Our Main Service to You
- Free initial meeting to assess your circumstances, attitude towards risk and financial
planning needs, in order to make suitable recommendations
- Recommendations made, following extensive use of a wide range of independent
- Implementation of our recommendations, once agreed with you
- Comprehensive Financial Planning Report detailing the reasons for our
recommendations, tax considerations, risks and other planning areas to be addressed
- An annual valuation on request
- Additional face-to-face access to your adviser, should circumstances require it
(additional charges will apply and will be disclosed before the meeting)
- Phone calls and emails returned within 48 hours
- Identifying potential insurable risks to protect your assets,
debts, liabilities and financial dependants.
- Reviewing any existing plans to ensure they are still suitable for your needs.
- ISA provider and fund selection
- Guidance on how to save in most tax efficient manner.
- Initial Adviser Charge: 3% of investment (for example - £15,000 investment
= £450 initial fee)
- Annual Adviser Charge: 1% of investment portfolio value (for example - a £15,000 portfolio
would cost £150 per annum if a platform using multiple funds is recommended), or 0.5% of
investment portfolio value (for example a £15,000 portfolio would cost £75 per annum)