If you do not already have a financial adviser, we can help get your financial affairs in order.
Our service covers both wealth planning and specific technical advice about complex transactions. Our specialist advisers are unbiased in their approach and the advice they give, and are able to work with any legal or tax specialists with whom you may have an existing relationship.
To assess your financial requirements, our wealth planners will thoroughly review your assets and liabilities, listening to your personal aims and concerns. Following this assessment, they will create an investment plan to guide you to where you want to be.
Once the plan is in place, you will be able to meet with them regularly. If there is a material change in your situation, they will make the appropriate adjustments.
Wealth planning services include:
|Initial fee:||Up to 1% of the investments made|
|Ongoing fee:||Up to 1% per annum of investments advised on|
Our wealth planning team can give you advice about complex transactions.
This service is unbiased – none of our advice is linked to or influenced by any other investment plan or portfolio.
We charge a fixed fee for each one-off service.