Portfolio Service

silver
Portfolios up to £30,000 0.5% annual charge

  • Free initial meeting at which we agree our establishment fee
  • Annual valuation (*)
  • Further Meetings on request (**)
  • Access to fully researched funds
  • Regular Newslettersilvers-bars
  • 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.


gold
Portfolios in excess of £30,000 0.75% annual charge

  • 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
  • gold-barsAdministration 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


platinum
Platinum minimum portfolio value £250,000 1% annual charge

  • 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
  • platinum-barsAdvice 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

Leedham Independent Financial Advisers Limited is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate taxation and trust advice.