Wealth Management Portfolios |
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- Free initial meeting at which we agree our establishment fee
- Annual valuation (*)
- Further Meetings on request (**)
- Access to fully researched funds
- Regular Newsletter
- Administration and secure storage of relevant data
- Probate Service subject to explicit fee
- Access to Website
(*) Further valuations will incur a charge.
(**) Additional fees may be applicable.
- Free initial meeting at which we agree our establishment fee
- Annual Review of Investments conducted by Appropriate Adviser
- 1 additional written valuation (*)
- Additional Meetings on request (**)
- Asset Allocated Portfolios for Lump Sum Investment
- Liaison with product providers & investment houses
- Regular Newsletter
- Administration and secure storage of relevant data
- Limited Access to non- retail funds
- Probate Service subject to explicit fee
- Access to Website
(*) Further valuations may incur a charge
(**) Additional fees may be applicable
- Free initial meeting at which we agree our establishment fee
- Minimum of 2 Annual Reviews:
1 x Strategic Review
1 x Investment Review conducted by appropriate Adviser - Bespoke Investment Strategy
- Ad hoc valuations on request
- Designated Client Manager
- Liaison with other Professional Advisers
- Liaison with product providers & investment houses
- Notification & advice on changes to relevant legislation/products
- Regular Newsletter
- Invitation to relevant client seminars
- Access to non-retail funds
- Advice to immediate family (children/parents) at discounted rates.
- Home/work visits on request
- Administration and secure storage of relevant data
- Discounted Probate Service
- Assistance with complaints
- Access to Website
- Access to on-line Policy view - where available