This service is designed for clients wishing to ensure that their financial affairs remain efficient. Clients using this service would normally have investable assets valued between £100,000 and £250,000 to manage. Core services included within this service are:
An annual review meeting with your adviser:
A complete financial strategy review- Financial health check
Priority response service:
- Phone calls and emails returned within 48 hours (during standard business hours)
- Written email response within 72 hours
Face to face access to your adviser between reviews
Professionals service:
- Supplying end of year taxation information as required
- Recommending suitable professionals as other needs arise
Portfolio construction:
- Using a scientific risk profiling methodology
- Design of a suitable asset allocation
- Portfolio design and construction
Portfolio management:
- Portfolio monitoring
- Half yearly re-weighting of asset allocation to benchmark
- Written portfolio valuations issued annually
Removing hassle:
- Consolidation and organisation of your financial paperwork
Second opinion service:
- Complimentary review of other assets / proposals from whatever source they may originate
Inheritance tax & estate planning:
- Recommending and liaising with legal professionals if required
- Working with family if needed
Taxation planning:
- In conjunction with your accountant and other taxation advisers
Pension planning:
- Pensions quantification, advice, review and consolidation
