Initial Advice Fee Range
Talk to a trusted financial adviser from the comforts of your own home. Our telephone-based Investment Surgery offers easy access to unbiased and honest investment advice. You’ll receive a 30 minute consultation with a Chartered Financial Planner. Simply book an appointment online and we’ll call you back to discuss your requirements. Find out more…
Let us guide and help you plan for a successful financial future. We will take time to understand your requirements, assess your existing resources and make plans to use those in the most efficient way. We undertake risk profiling, assess your needs as an individual and then tailor make a brand new portfolio for you from scratch, including fund and provider recommendations. Find out more…
This report contains all the good stuff from the normal Investment/Retirement Planning Report but with a greater level of detail for those who have more complex requirements, or a greater number of investments to assess.
Knowing whether or when you can afford to retire is what keeps many of us awake at night. You don’t need to worry about this sort of thing. We can help you formulate a plan that will allow you to find peace of mind knowing you financial future is more certain. Find out more…
Most people just do not know how much money they need to achieve financial freedom. We build on the strategies offered in the Financial Planning Report by adding an extra level of detail in the form of lifetime cashflow plans. These allow you to plan much more precisely what your future could look like. Find out more…
Quite simply this could change your life! Again you will benefit from all of the strategies and tools offered as part of the Financial Planning Report and the Lifetime Planning Report. As part of the process though we take extra time to really understand what you want to get out of life regardless of your age or financial position. We are experts in taking you through this process and you will come out of it the other side refreshed, re-energised and more importantly with a plan to make it all happen.
Implementation Fee
Once you have decided that you would like to put in place the recommendations we make there is really not much left for you to do, we will take care of everything for you. So we’ll complete all of your application forms, send them for you to sign, we’ll then process them for you and make sure the providers do what they are supposed to, then we’ll make all of the necessary fund purchases. So really all you have to do is sit back and relax.
Ongoing Wealth Management Fee
Once we have agreed on an investment plan and implemented it for you we then spend every day researching, monitoring, and managing your investment portfolio to ensure it is the best it can be. We offer ongoing access to financial advice any time you need it and to keep you updated we’ll send you a quarterly portfolio report of your investments so you know exactly what’s happening. You’ll also receive online access to your accounts as well as six monthly statements in the post.
We offer everything from the Wealth Management Service then take this to a higher and very personal level. You can choose to have ongoing access to your cashflow planning service to allow you to monitor and play with different financial scenarios, or you can let us mentor you to help you stay on track with those life changing goals we talk about with you in the Life Changing Report. Or, you could have both.
Please note that we reserve the right to charge non-standard fees for non-standard or more complex work. These will of course be agreed with you before starting any work though.
