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.

​

​