Premier Wealth Management
This service is designed for clients who are also looking for a proactive ongoing review of their investments and who feel they wish to access additional benefits over and above our Classic Wealth Mangement Service
Examples of what the service provides are as follows:
- Face to face meetings at clients home or our office
- 6 monthly 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
- Assistance with completion of tax returns
- Estate and Inheritance Tax planning
- Access to Income/Expenditure planning and forecasting
Cost of Service
This service is provided by a 0.75% annual fee of assets under management with a minimum of £500 per annum.
|Investment Amount||On-going Adviser Charge|
|£100,000||£750 per annum|