Whichers IFA Foundation service © pilarts - Fotolia.com

This service is open to those clients with assets under management of between £25,000 and £150,000 where we are receiving ongoing client agreed remuneration of 1% per annum of the total value.

The features of this proposition are as follows:

 

whichers IFA brush iconReviews

We will review your circumstances and market conditions and provide you with appropriate advice where necessary

whichers IFA brush iconFile Maintenance

Any information that you provide to us will be updated on our client system and included in your annual benefit statement. We will also advise other parties of your revised details where this is appropriate.

whichers IFA brush iconProviding you with information

You can telephone, write or email our administration team for information about any of your policies for which we hold records.

whichers IFA brush iconAccess to our website

Web access to your portfolio. The facility to view your investments online using your own protected password.

Any significant work undertaken in excess of the above will be charged in addition.

New investment or business transacted will incur a transaction charge, which will be fully disclosed.