Platinum service© pilarts - Fotolia.com

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

The features of this proposition are as follows:

whichers IFA brush iconHalf yearly valuations

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

whichers IFA brush iconComprehensive half yearly financial reviews

Bi-annually you can meet with a qualified adviser 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 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 or advice

You can telephone, write or email your designated administrator or adviser for information, or advice, about any of your policies for which we hold records.

whichers IFA brush iconLiaison on your behalf with other professionals such as your solicitor or accountant

We are prepared to meet with other professionals in order to ensure your financial goals and objectives are met in a consistent manner.

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 can 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.