Our Services: How we can help you
We offer a range of fee only financial services depending our your needs and requirements.
Our services are split into four main categories:
Asset Management:
For those clients looking for a long term service to help them invest new monies and manage their existing portfolios we offer a tiered fee structure based on the assets held under management . This service incorporates an annual review meeting with the option of an additional meeting if required. |
Private Client:
An ongoing service aimed towards clients with £500,000 or more of investable assets. Our Private clients enjoy all the benefits of both our Financial Planning and Asset Management services. In addition, our Private Clients can expect two meetings per year incorporating review of portfolio performance and updating of financial plan. |
Project Fees:
Occasional 'one off advice' for clients who do not want an ongoing Financial Planning service but would like the benefits of advice from a Chartered Financial Planner. Fees are set before work commences. |
Financial Planning:
For those clients in the 'accumulation phase' of their lives who would benefit from the services of a Chartered Financial Planner and a lifetime financial plan.This service is designed to help you achieve your medium to long term goals and aspirations. For more details please read: Financial Planning. | |
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How do our Fees Compare?
Looking for a financial planning company in Surrey? We serve clients throughout the local area including Kingston, Richmond and Twickenham.
Call us now 020 8943 9229 to arrange an initial meeting.
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“Market timing and security selection are obviously important. The problem is that nobody achieves long-term success in the former, and almost nobody in the latter. Asset allocation is the only factor affecting your investments that you can actually influence.”
William Bernstein - The Intelligent Asset Allocator |
