Service Options
We have a number of different service options depending on your needs and desired level of risk, each have been summarised below;
Discretionary Fund Management
Our DFM Service is designed for customers wishing to outsource their portfolio management completely and includes:
Quarterly Portfolio Statements
Automatic fund adjustments
Quarterly Newsletters
Regular news updates, online and by email
A personal financial advice consultation
Risk Assessment
Full Recommendation Report
Support through implementation
In-depth Annual Reviews
The charge for this service is 1.0% per annum of your assets under review. As an example, a client with £200,000 would pay an annual fee of £2,000
Advisory - Platinum
Our Platinum Service is designed for people with complex advice needs and/or significant funds and includes:
Quarterly Newsletters
Regular news updates, online and by email
A personal financial advice consultation
Risk Assessment
Full Recommendation Report
Support through implementation
As appropriate, Quarterly or Half Yearly Portfolio Reviews
The charge for this service is 1.5% per annum of your assets under review. As an example, a client with £350,000 would pay an annual fee of £5,250
Advisory - Gold
Our Gold Service, and most popular setup, is designed for those people looking for involved advice or those with larger funds and includes:
Quarterly Newsletters
Regular news updates, online and by email
A personal financial advice consultation
Risk Assessment
Full Recommendation Report
Support through implementation
Half Yearly Portfolio Reviews
The charge for this service is 1.0% per annum of your assets under review. As an example, a client with £200,000 would pay an annual fee of £2,000
Advisory - Silver
Our Silver Service is designed for those with straightforward needs (such as tax advice around allowances rather than ongoing investment management) and includes:
A personal financial advice consultation
Risk Assessment
Full Recommendation Report
Support through implementation
Annual Portfolio Reviews
The charge for this service is 0.5% per annum of your assets under review subject to a minimum of £750 initial fee. As an example, a client with £100,000 would pay £750 in year one, then an ongoing annual fee from year two of £500
There is a switching fee of 1% of the monies being switched
As part of your consultation we can help you decide which option would be best for your situation, give us a call to be introduced to one of our expert financial advisers and let us give your money a helping hand.