Lifestyle Financial Planning and Wealth Management
The Plan and Strategy Fee - A flat fee which covers the detailed work we undertake to research and analyse your current situation and determine what steps should be taken to help you achieve your goals.
The fee is based on the...
- Time Required To Prepare Your Plan And Strategy
- Complexity Of The Work Involved
- Expertise And Experience We Impart
- Passing Of Our Intellectual Property Into Your Ownership
- Value We Add
The Implementation Fee - A flat fee relating to the establishment of your strategy.
The fee covers the...
- Time And Work Involved
- Professional Responsibility Incurred
- Timely And Accurate Implementation
...of the strategy.
The Wealth Management Fee - A small percentage of assets under our management, reducing on a tiered basis, which covers the provision of our ongoing professional Wealth Management Service.
The fee provides you with...
- An evolving, all-encompassing plan for helping you to achieve your financial and life goals
- Comprehensive, ongoing financial planning, which ensures accountability and helps you to remain on course
- Annual financial review and goals re-assessment, with interim meetings as required
- A quality, fee-based, professional service from a team you can trust
- Progressive, detailed investment strategies designed to capture returns, reduce risk and minimise costs
- Ongoing portfolio monitoring to maintain appropriate balance, structure and performance
- Access to specialist investments and tax planning opportunities
- Unlimited access to your dedicated financial planner throughout the year
- Improved financial organisation and the resulting peace of mind
- Support in deciphering the constant economic and legislative changes and how they affect you
- A team who can work with your tax and legal advisers to provide complete solutions, as you require
- Administration undertaken by professionals, removing the time burden and need for you to understand complex paperwork
- Referral to additional expert advice from Solicitors, Accountants and Mortgage Professionals
Our aim is always to ensure that the service we provide is of sufficient benefit to our clients to cover our fees many times over. Our ethos is to continually add value to your financial affairs.
We would be pleased to meet you for an initial consultation at our expense, to discuss our fees and how we can help you.