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Fees 

 (1) Investment portfolio Review

Initial meeting

Detailed analysis of portfolio and asset allocation

Review of charges and tax efficiency of existing arrangements

Report on findings

Access to investment adviser with ongoing guidance and mentoring for an agreed period

Fee: £250

(2) Financial planning review

Initial meeting

Fact find and risk profiling

Review of major areas of financial planning relevant to circumstances

Report on findings

Access to financial adviser with ongoing guidance and mentoring for an agreed period

Fee: £500

(3) Ongoing Advice

Ongoing advice and monitoring of portfolios (funds and index funds)

Ongoing discussion of major areas of financial planning relevant to circumstances

Continuous access to adviser

Fee: Between 0.35% and 0.60% of assets under advice

(4) Pension advice

A comprehensive review service on pensions, including consolidation, reorganisation and transfers.