Private Wealth Management Service
In today’s hectic world successful people like you realise that you need to invest in the very best financial advice and we believe in building long-term mutually profitable relationships with our clients.
Naturally we must be paid for our advice but more importantly we must deliver value to you as our client.
We hope that you would agree that, by working with one of the UK's leading Chartered Financial Planners, it is likely that, with all of our resources and award winning expertise, we should be able to:
Cause your long-term investment return to be higher than you might obtain on your own, and/or
Ensure that any financial products you have or need are competitively priced, and/or
Reduce your tax liability due to our initial and ongoing professional tax planning advice, and/or
Avoid the costs of classic investor mistakes* you might have made without our expert guidance, and/or
Save you considerable time, energy, worry and/or record keeping.
*Panic, euphoria/overconfidence, under diversification, over diversification, speculating instead of investing and investing for current yield instead of total return.
At outset there is normally a minimum financial planning fee of £3,000 or if you decide to invest new moneys through us, we may make an initial one-off charge (up to 3.00%). This charge is almost never made again on the same tranche of money: any future movements, changes or rebalancing of the money is normally covered by our ongoing yearly fee.
On an ongoing basis, we make an annual charge, typically 0.60%, of investments and pensions that we look after for you. This charge is usually paid directly from your investment and pension plans to avoid the necessity for invoices, and covers ongoing monitoring, updating, regular reviews and meetings in person, ongoing administration and any incidental matters that crop up.
Naturally we would not expect you to commit to these fees at outset without seeing the value that our bespoke financial planning can add to you; consequently your initial no-obligation meeting is always at our expense.