Transactional Wealth Management Service

This is very much a fee based service to respond to client enquiries rather than to provide on going active wealth management service.

Example fees for services are as follows:

• Free initial review discussion for a maximum of 1 hour.
• Holistic Financial Planning report with recommendations £400
• Annual financial review £500
• Client meetings charged at £150 per hour
• Valuations £50 per valuation
• Encashment fee service with advice £150
• Encashment service with no advice £75
• Retirement options Report £750
  

Cost of Service

Director – £150 per hour
Administrator – £75 per hour