Personal Financial Planning

Levels of service

We strive to offer our clients the highest levels of service and innovative solutions for their financial planning goals. As a result we provide clearly defined service levels in order to ensure that the way we conduct business for you meets with your expectations.

We offer three distinct levels of service to cater for all your needs and as a client you have a choice of service levels which are:

• The Gold Wealth Management Solution.
• The Platinum Wealth Management Solution.
• The Ebony Wealth Management Solution.

The Gold Wealth Management Solution

"Creating Wealth"

This solution is a complete process to review your existing investments and make sure they are not under performing.

Including:-

• The Pension Performance Review.

• The Investment Performance Review.

• Personal "attitude to investment risk" assessment.

• Personal Investment Policy Statement including Optimal assessment allocation.

• Quarterly Investment reports.

• Annual Valuation.

• Monthly newswire informing of new products and legislation changes.

• Annual Strategic review meeting.

• Single point of reference.

• Access to two seminars per year (free of charge).

• File kept updated.

• Guaranteed response times.

£500 plus VAT, joining fee & £50 plus VAT monthly membership fee.

The Platinum Wealth Management Solution

"Creating & Protecting Wealth"

This solution is a comprehensive financial planning process that helps you achieve your goals and feel more certain about your financial future.

Including :-

• The Pension Performance Review.

• The Investment Performance Review.

• Personal "attitude to investment risk" assessment.

• Personal Investment Policy Statement including Optimal assessment allocation.

• Quarterly Investment reports.

• Monthly newswire informing of new products and legislation changes.

• Single point of reference.

• File kept updated.

• Guaranteed response times.

• Half yearly Valuation.

• Half yearly strategic review meeting.

• Access to four seminars per year (free of charge).

• Invite to Annual KPM dinner.

• Access to the Wealth Management Toolbox.

• Full personal financial roadmap including:
  • Education goals for children or grandchildren
  • Wealth accumulation planning
  • Tax Control™ planning
  • Financial independence planning
  • Survivor provision review
  • Disability provision review
  • Long term care review
  • Estate planning.

£1250 plus VAT, joining fee & £125 plus VAT monthly membership fee.

The Ebony Wealth Management Solution

"Protecting & Distributing Wealth"

(By Invitation Only)

This solution involves total Coaching and Life Planning that helps you determine your :-

• Lifetime;
• Mid-term and;
• Immediate goals

and helps you create a plan to achieve them.

Including :-

• The Pension Performance Review.

• The Investment Performance Review.

• Personal "attitude to investment risk" assessment.

• Personal Investment Policy Statement including Optimal assessment allocation.

• Quarterly Investment reports.

• Monthly newswire informing of new products and legislation changes.

• Single point of reference.

• File kept updated.

• Guaranteed response times.

• Access to the Wealth Management Toolbox.

• Full personal financial roadmap including:
  • Education goals for children or grandchildren
  • Wealth accumulation planning
  • Tax Control™ planning
  • Financial independence planning
  • Survivor provision review
  • Disability provision review
  • Long term care review
  • Estate planning.

• Quarterly strategic review meetings.

• Quarterly valuation.

• Access (free of charge) to all seminars.

• Invite to Annual dinner including overnight accommodation.

• Regular goal development sessions.

• Quarterly focusing sessions.

• Access to the exclusive Private Members Club.

£2950 plus VAT, joining fee & £295 plus VAT monthly membership fee.