Classic Wealth Management

This is a service which is proactive where we contact our clients with issues we believe relate directly to their financial interests and where they would benefit from on-going advice and research.

Examples what the service provides are as follows:

• • Face to face meetings at clients home or our office
  • Annual financial review
  • Annual Legislation update
  • Free 24 hour access to your portfolio via your own personal client website which provides up to date access to all records of investments, assets and bank / savings details, including real time valuations.
  • Professional connection service where we liaise with other professionals including solicitors and accountants
  • Administration of withdrawals and income payments

Cost of Service 

This service is provided by a 0.50% annual fee of assets under management with a minimum of £250 per annum.

Example