Service Level

We have 3 proposition levels to ensure that you will be able to choose a transparent service, which suits your needs. We offer a complimentary, no obligation initial meeting and operate a flexible charging policy. We will work on either a fee basis, a commission basis or a combination of the two, whichever is most appropriate to your particular needs. We will discuss this with you at our first meeting and provide an indication of the costs. Our financial planning service will ensure that we set, and conduct a regular review as agreed at the final meeting.

Proposition 2

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- Initial meeting.
- Data gathering.
- Prepare financial plan.
- Present and agree financial plan.
- Implement agreed plan.
- Annual review.
- Telephone and email access to adviser.
- Asset allocation service.
- Portfolio construction service.
- Second opinion service.
- Professional service.


 

Proposition 1

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- Initial meeting.
- Data gathering.
- Prepare financial plan.
- Present and agree financial plan.
- Implement agreed plan.


 

Proposition 3

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- Initial meeting.
- Data gathering.
- Prepare financial plan.
- Present and agree financial plan.
- Implement agreed plan.
- Reviews when required.
- 6 monthly statements.
- Unlimited phone and email access to adviser.
- Asset allocation service.
- Portfolio construction service.
- Discretionary fund management service.
- Second opinion service.
- Professional service.
- Online Access.