Service Options
We offer a number of different wealth management service options depending on your requirements. Whether you’re after a full financial planning service with advice relating to pensions and protection, investment management recommendations from an experienced investment team, or both, we’ll have a package that suits you. We have outlined below our key service options, though please do get in touch to find out which may suit you best.
Financial Planning with Discretionary Fund Management
This service is designed for customers wishing to access our financial advisers for holistic advice in planning for their future, and outsource their portfolio management completely to an expert Investment Committee. This service includes:
A Personal Financial Planning Consultation
Holistic Financial Recommendation Report
Support through Implementation of Agreed Investments
Automatic Fund Adjustments through Model Portfolios
Access to our Investment Committee
Quarterly Portfolio Statements
Monthly E-Newsletters
Regular Risk Assessments
Annual Review Meetings
Financial Planning with Bespoke Discretionary Fund Management
Similar to the Financial Planning with Discretionary Fund Management (DFM) service described above, this package includes access to a fully qualified financial planner. In addition, you will also have an experienced investment manager to cater to specific portfolio requests and tailor chosen investments to your requirements. This service includes:
A Personal Financial Planning Consultation
Holistic Financial Recommendation Report
Support through Implementation of Agreed Investments
A Dedicated Investment Manager
Customised Investment Portfolio
Automatic Fund Adjustments
Access to our Investment Committee
Quarterly Portfolio Statements
Monthly E-Newsletters
Regular Risk Assessments
Annual Review Meetings
Financial Planning with Advisory Fund Management
For clients looking to maintain control over their investment selection, we offer an advisory service where we will provide recommendations on a regular basis for customers to review, in addition to full financial planning advice.
Our Platinum service is designed for people with complex requirements who would like their investments reviewed on a quarterly basis. This service includes:
Dedicated Financial Adviser
A Personal Financial Planning Consultation
Holistic Financial Recommendation Report
Support through Implementation of Agreed Investments
Quarterly Investment Recommendations
Quarterly Portfolio Statements
Monthly E-Newsletters
Regular Risk Assessments
Annual Review Meetings
Our Gold service is designed for those people looking for involved advice who would like their investments reviewed on a half yearly basis. This service includes:
Dedicated Financial Adviser
A Personal Financial Planning Consultation
Holistic Financial Recommendation Report
Support through Implementation of Agreed Investments
Half-yearly Investment Recommendations
Half-yearly Portfolio Statements
Monthly E-Newsletters
Regular Risk Assessments
Annual Review Meetings
Our Silver service is designed for those with straight forward needs who would like their investments reviewed on an annual basis. This service includes:
Dedicated Financial Adviser
A Personal Financial Planning Consultation
Holistic Financial Recommendation Report
Support through Implementation of Agreed Investments
Annual Investment Recommendations
Annual Portfolio Statements
Monthly E-Newsletters
Regular Risk Assessments
Annual Suitability Review
Managed Advisory Investment Management
We offer a pure Investment Management service for clients who do not require financial planning products, such as internationally based or high net worth clients who may be looking to create a custom investment portfolio. This service is for those looking to do this on an advisory basis where recommendations in relation to investment funds, equities etc are reviewed and agreed with you before each trade instruction. This service includes:
A Dedicated Investment Manager
Customised Investment Portfolio
Access to our Investment Committee
Quarterly Portfolio Statements
Monthly E-Newsletters
Regular Risk Assessments
Discretionary Investment Management
This service allows us to automatically make changes to your investment portfolio in line with your agreed risk strategy. This service includes:
A Dedicated Investment Manager
Customised Investment Portfolio
Access to our Investment Committee
Automatic Investment Adjustments
Quarterly Portfolio Statements
Monthly E-Newsletters
Regular Risk Assessments
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.
We will provide our charges for these services as part of our initial discussion.
Please make sure you’re aware of the risks involved with investing before taking financial advice; have a look at our important information found here.