Whichers Gold Service © pilarts - Fotolia.com

This service is open to those clients with assets under management of between £150,000 and £250,000 where we are receiving client agreed remuneration of 1% per annum of the total value.

The features of this proposition are as follows:

whichers IFA brush iconYearly valuations

We will report to you half yearly with an up to date valuation of your investment and pension portfolios.

whichers IFA brush iconComprehensive annual review

Each year you can meet with a qualified consultant who will present your portfolio review, which includes updating your risk profile and rebalancing your investments where appropriate. At the same time we shall go over any changes in your own circumstances, including taxation, and answer any questions that you have and provide advice.

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 or advisory team for information, or advice, 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, although this may be offset against any client agreed remuneration, which may be paid to us on new business.

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