Transactional Service

The transactional service is for clients who choose not to have their affairs actively managed and those who do not wish to pay for an adviser to provide ongoing reviews. Instead any work done will be charged as and when requested in line with our published scale of charges.

Transactional service has the following implications:

Business WomanWe will not proactively contact clients if we believe legislative or economic changes may be relevant. Rather, transactional clients take responsibility for determining when such events necessitate help from a professional and they will need to contact us accordingly. At such time there will be a fee for updating the client file to achieve a level of information necessary to give advice / analysis / recommendations. Thereafter any work will be billed at an agreed rate or cost.

As we are not maintaining a client file we will not produce reports, annual or otherwise, unless as part of billed work.

Subject to agreement we will charge 0.75% per annum of the value of your investments to provide an annual portfolio rebalancing service.

In our experience this service is suitable for clients who are looking for a one-off transaction with no on-going review meetings.

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