Our Transactional Servicein more detail

Our Service Proposition
The Transactional Service

We pride ourselves in being open, honest, clear and transparent and its also our aim to apply these same values in our service propositions. We like to keep it simple and therefore you have two options either our Advisory Service or our Transactional Service.

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.

The Transactional Service in more detail

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

Initial Meeting

The initial foundation meeting is provided at our cost and with no obligation. 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 steps
Strategy 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 (excluding Occupation Pension transfers.)
Second Meeting

A face to face explanation of strategy

  • Explaining the full rationale for the recommendation strategy
  • Answering all queries you might have
  • Helping you reach an informed decision on how best to proceed
Implementation Strategy

Implementing your recomendations

  • Provide all necessary paperwork
  • Assist with completion of paperwork
  • Submission and tracking of applications
  • Confirmation of finalisation of strategy
  • Liaison with Professional Advisers as required
Ongoing Service

A face to face explanation of strategy

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

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