Excel Plus Package

No charge -  for clients who have PEPs, ISAs, Investment Bonds or Pension Policies which total in excess of £300,000, on which trail commission is available.

For others the cost of this service is £100 per month.

We Provide:

Annual Review Meeting - as described separately.

Routine administration - of your existing portfolios, policies, or pension plans.

Telephone support -  on general matters arising including direct access to the practice principal.

Half yearly meeting

Quarterly valuations - with brief commentary.

Review any changes - in your life circumstances and whether the cover provided under your current “protection” policies continue to be appropriate.

Access to Dynamic Planner which is a very powerful “what if” program.

Quarterly newsletter

Maximum transaction charge - Lump sum investment of 0.5% (subject to a minimum of £75).

Maximum transaction charge for arranging a life or pension policy (excluding pension transfer) of £250.

Invitation to Annual Investment Seminar –  with a guest speaker from one leading management group.