Financial Planning Services

In order for our clients to benefit from the ongoing management of their portfolios and to make the most of financial planning we have developed the Financial Planning Service (FPS). The FPS is broken into three tiers; Platinum, Gold and Standard.

The services include many benefits some of which are;

  • Portfolio rebalancing
  • Risk profiling
  • Capital Gains Tax usage
  • Inheritance tax usage
  • Bespoke and discretionary fund management

The differing service propositions will suit various clients, depending upon their circumstances however a brief outline of suitability is detailed below.

PLATINUM

Suitable for clients with:

  • Investable assets exceeding £500k
  • Income exceeding £100k per annum
  • Significant inheritance tax liability
  • Business owners
  • Advanced family planning
  • ‘Complex’ financial needs
  • GOLD

    Suitable for clients with:

  • Investable assets exceeding £200k
  • Income exceeding £42k per annum
  • A moderate inheritance tax liability
  • STANDARD

    Suitable for clients with:

  • Investable assets below £200k
  • An income below £42k per annum
  • Each service is priced accordingly and will be explained at the outset and ahead of any agreement.

    Please contact us for more information or to arrange a free initial consultation.