Our private client service is designed for clients with substantial assets and complex affairs. We anticipate that this service is more suitable for clients who have investable assets of more than £250,000 to manage. Typically we will develop a strong relationship with you over the coming years to try to ensure that your assets meet your long term goals whilst taking into account your current lifestyle and needs. This personalised service will include:
An annual review meeting with your adviser to discuss:
A complete financial strategy review- Lifetime cash-flow forecast
- Financial health check
A half yearly review with your adviser to discuss:
- An investment update
- A high level strategic review of current financial strategy
Priority response service:
- Phone calls and emails returned within 24 hours (during business hours)
- Written email response within 48 hours
Unlimited telephone and email access to your adviser
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
- Providing strategic updates to your accountant and professional advisers
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 annually and on request
Removing hassle:
- Consolidation and organisation of your financial paperwork ready to be picked up at year end for tax accounting.
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
- Working with family if needed
Taxation planning:
- In conjunction with your accountant and other taxation advisers
Pension planning:
- Pension quantification, advice, review and consolidation.
- Advice on alternative retirement strategies.
