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The Service
We provide three levels of service, depending on our client’s circumstances and needs.
Wealth Management Service
is tailored for the high net worth client who wants ongoing advice and management of their assets and investments. Will often include more complex products within the portfolio and make full use of tax wrappers and sophisticated investment strategies. Regular risk modelling is undertaken to ensure that the strategy is always aligned with the client’s expectations and comfort zone, whether that be cautious, balanced or adventurous. A strategic partnership is formed between the client and the adviser team with information, valuations and advice available ‘on tap’. Also includes all elements of the Financial Planning
Service and invitation to local seminars on a range of financial topics.
Financial Planning Service
is designed for aspiring high net worth individuals and high earners. They may have an above average income and want to start building wealth or have a modest portfolio that requires nurture and progression. The charging structure allows a wide range of people to access the service although the common theme will always be a desire to manage their financial affairs and plan effectively for the future.
Transactional Service
is available to anyone who wishes to purchase specific financial products to meet an immediate need. They want independent advice on the best products from the whole market and a service that manages the application process from start to successful completion. May include products for investments, insurance, pensions or mortgages and although they may wish to be kept up to date regarding any new products that may suit, they do not require any ongoing advice, reviews or management as provided by the Financial Planning Service.
