Our Service Proposition


Two Service Propositions
Advisory & Transactional


We pride ourselves in being open, honest, clear and transparent and it's also our aim to apply these same values in our service propositions. We like to keep it simple and therefore you have two main options either our Advisory Service or our Transactional Service. Alternatively, you may prefer our Fixed Project Fee service or our Forensic Service (hourly rate).

The Cost of our Services

Our services are paid for by an Adviser Fee. We will discuss your payment options with you at our initial meeting and answer any questions you have. We will not charge you until we have agreed with you how we are to be paid.

Advisory Verse Transactional

Our services are paid for by an Adviser Fee. We will discuss your payment options with you at our initial meeting and answer any questions you have. We will not charge you until we have agreed with you how we are to be paid.

Advisory

Transactional


Initial Meeting
At this meeting we will:
  • Explain how we work with our clients and the costs involved and enable you to ask questions regarding the services available to you
  • Ask you to provide us with an understanding of your personal circumstances and requirements
  • Assist you to identify your objectives and priorities
  • Explain and agree your investment risk profile
  • Agree next step
Yes
Yes

Yes

Strategic Report

  • Summarising and prioritising your objectives
  • Researching the available options from the whole market
  • Creating an overall investment strategy taking account of your objectives, risk profile and tax position for your consideration and agreement
  • Building an appropriate portfolio
  • Other specific review/report services are provided as required, including ◦ Review of pre-existing investment portfolio
  • Review of existing income and capital protection arrangements
  • Inheritance tax mitigation
  • Pension transfer service
  • Highlighting any risks associated with the product/recommendation.

Strategic Report HH
  • Summarising and prioritising your objectives
  • Researching the available options from the whole market
  • Creating an overall investment strategy taking account of your objectives, risk profile and tax position for your consideration and agreement
  • Building an appropriate portfolio
  • Other specific review/report services are provided as required, including ◦ Review of pre-existing investment portfolio
  • Review of existing income and capital protection arrangements
  • Inheritance tax mitigation
  • Pension transfer service
  • Highlighting any risks associated with the product/recommendation.
Strategic Report
  • Summarising and prioritising your objectives
  • Researching the available options from the whole market
  • Creating an overall investment strategy taking account of your objectives, risk profile and tax position for your consideration and agreement
  • Building an appropriate portfolio
  • Other specific review/report services are provided as required, including ◦ Review of pre-existing investment portfolio
  • Review of existing income and capital protection arrangements
  • Inheritance tax mitigation
  • Pension transfer service
  • Highlighting any risks associated with the product/recommendation.
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Our Transactional Service

Our Transactional service is a client driven ongoing relationship where we will respond to your needs as requested.

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The cost of the Transactional Service

Initial Charge = 3% of the value of funds invested (minimum £350)
(For example, if you were to invest £50,000 our initial fee would be £1,500)

Ongoing Service Charge = 0.5% of the assets under management.
(For example, if you held funds under management of £50,000 our annual fee would be £250.)

Under this service, no proactive review of the advice is provided.

However, clients in this service are able to call at any time for further advice and/or services

Our Transactional Service

Our Transactional service is a client driven ongoing relationship where we will respond to your needs as requested.

Read More

The cost of the Transactional Service

Initial Charge = 3% of the value of funds invested (minimum £350)
(For example, if you were to invest £50,000 our initial fee would be £1,500)

Ongoing Service Charge = 0.5% of the assets under management.
(For example, if you held funds under management of £50,000 our annual fee would be £250.)

Under this service, no proactive review of the advice is provided.

However, clients in this service are able to call at any time for further advice and/or services

Fixed Project Fees or Hourly Rates

As an alternative to our two Service propositions we are also able to quote a fixed fee for a specific project for hourly rates. Please ask us for more information. You may also ask us not to exceed a given amount without checking with you first.