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