Ongoing Reviews

We offer you the following three levels of on going service, depending on the value of pensions and investments you have arranged via ourselves and also the level of service you wish to benefit from: -

Platinum Review Service - For clients with £100,000 + of invested assets

This service is designed for those who require our highest level of on going advice and includes an annual face to face meeting, with a 6 monthly valuation report, to review the underlying performance of your investments.

As part of this service we also look to provide you with a cash flow forecasting exercise if required as well as a detailed review of the tax planning opportunities available to you. We will also provide on going assessment of your inheritance tax considerations.

Gold Review Service - For clients with £50,000-£100,000 of invested assets

This service is designed for those who require a moderate level of on going advice and includes an annual face to face meeting, to review the underlying performance of your investments.

As part of this service we also look to provide a detailed review of the tax planning opportunities available to you.

Lite Review Service - For clients with up to £50,000 of invested assets

This service is designed for those who require a lesser level of on going advice and includes a face to face meeting every three years to review the underlying performance of your investments, with an annual valuation report.

Costs

Payment for the above services are normally made by an additional plan charge of 1% per annum (except the Lite Service which is 0.5% pa) payable to ourselves and being added to your annual fund management charge based on the value of your various investments per annum. Alternatively, you can pay for our services by monthly standing order. In addition, if monthly monitoring of your underlying funds is required an additional fee of 0.18% per annum again payable monthly is incurred.