Fees 

(A) Investment portfolio Review

Standard

Initial 1-1 meeting (1 hour) / detailed analysis of portfolio and asset allocation / review of charges and tax efficiency of existing arrangements / 5 page report / 3 month access to investment adviser with ongoing guidance and mentoring / (£250).

Premium 

Initial 1-1 meeting (2 hour) / detailed analysis of portfolio and asset allocation / in-depth review of each holding / review of charges and tax efficiency of existing arrangements / 10 page report / potential for additional meetings (1-1 or small group) with selected portfolio managers / Follow on 1-1 meeting (1 hour) / 6 month access to investment adviser with ongoing advice and mentoring / (£500).

 

(B) Financial planning review

Standard

Initial 1-1 meeting (1 hour) / in-depth fact find / risk profiling / 5 page report / review of major areas of financial planning relevant to circumstances / 3 month access to financial adviser with ongoing guidance and mentoring / (£250).

Premium 

Initial 1-1 meeting (1.5 hour) / in-depth fact find / risk profiling / 10 page report / in-depth review of major areas of financial planning relevant to circumstances / Follow on 1-1 meeting (1.5 hour) / 6 month access to financial adviser with ongoing guidance and mentoring / (£500).

 

(c) Ongoing Advice

Standard

Ongoing advice and monitoring of simple portfolios (funds and index funds) / ongoing discussion of major areas of financial planning relevant to circumstances / continuous access to adviser (£ variable)

Premium

Ongoing advice and monitoring of multiple portfolios (equities and funds) / continuous access to adviser / (£ variable)

 

(D) Pension Transfers

We are able to offer a highly competitive pension transfer service, for those who are looking to switch from defined benefit company pension schemes to a defined contribution scheme / (£ variable)