​The Enhanced Service

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This service is suitable for people:

This service is focused on reviewing you financial plan to ensure it continues to meet your circumstances, aims and objectives.

Designed for people with investments in excess of £50,000 or who are saving at a level where £50,000 will be achieved within the first year of joining service.

What does the service provide?

We set an annual review date which includes:

• A complete review of your finances and portfolio in relation to your specific circumstances, aims and objectives
• A re-evaluation of your attitude to investment risk
• Advice regarding how to save or spend in the most tax efficient manner and maximise your allowances
• The option to update your portfolio to the new portfolios following our annual review of our investment methodology

Our partnership:

What you can expect from us:

• We will write to you once a year with a performance review of your investment portfolio and the offer of a meeting for a full review
• To remove the hassle for you with your financial planning
• To free up your time (arguably your most precious commodity)
• A focus on results geared to your financial goals
• Value for money

What we expect from you:

• Input and commitment to the financial planning process
• Telephone calls and emails responded to
• To ask questions if anything doesn't make sense
• Honest feedback about our service

​Throughout the year we provide:

• A watching brief of investment markets aiming to identify early signs of any economic changes leading to a significant shift in markets.
  
• End of year tax information
• Help and advice should your circumstances change in any way

​What do we charge for the enhanced service?

Our Charges are split into two:

One off initial charge

At the start of the relationship there is often a lot of work to be done understanding aims and objectives,
what policies and investments are already held and organising things accordingly with a clear strategy for the future. We charge a percentage of the initial monies being invested to establish your portfolio.  This is 1% to 3.5% of monies invested.
This is a one off charge which is not made again even when investments are changed as part of the on-going investment management process.
Any new investments however, are subject to an initial charge.

VAT may be payable 

On-going charge

We charge 1% a year to manage money and provide the on-going service. This way our interests are aligned with that of our clients.

VAT may be payable