Service Packages
Our objective is to provide our clients with advice which is not influenced by the way we are paid. We believe that the fairest way to do this is to charge clients for the work that we do through fees. This ensures that the client is given completely impartial advice which is not influenced by the commission of a specific product or provider.
The initial meeting is free, with no obligation to become a client. At this meeting, your objectives and aspirations will be discussed, basic details will be taken from you and the following services will be explained to you.
Gold Service Package
The gold package is recommended for clients who have more sophisticated financial planning needs (typically portfolio management) and require to be seen more than once a year.
• A full fact find will be completed
• A detailed needs analysis of your current situation will be completed
• You will recieve a Financial Planning Report which will include recommendations on how to achieve your goals
• Implementation of any recommendations if appropriate
• Up to two face to face meetings a year will be provided to ensure your needs and objectives are still being met
• Regular email updates relevant to your situation
• Unlimited telephone and email access to an adviser
• Portfolio monitoring
• Updates sent to your accountant or other proffessional advisers if required
• The complexity and hassle taken out of administering your financial life
Silver Service Package
The silver package is suitable for clients who have less complex financial planning needs but wish to be seen on a regular basis to ensure their financial plan is meeting their objectives.
• A full fact find will be completed
• A detailed analysis of your current situation will be completed
• You will receive a Financial Planning Report which will include recommendations on how to achieve your goals.
• Implementation of any recommendations if appropriate
• Face to face meeting once a year to ensure your needs and objectives are still being met
Bronze Service Package
It is appreciated that some clients may have a specific financial need and may not require full financial planning or regular reviews. In this case we would be paid by the provider by way of commission for any products put in place. In certain areas where the advice is more complex, such as inheritance tax planning, a one off fee may be payable. This would be charged at our standard hourly rate.
• A full fact find will be completed
• A report detailing recommendations to meet your needs
• Implementation of any recommendations if appropriate
To find out more about the service we can offer you please contact us.
