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.
|Investment Amount||On-going Adviser Charge|