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.