No charge - for clients who have PEPs, ISAs, Investment Bonds or Pension Policies which total in excess of £75,000, on which trail commission is available.
For others the cost of this service is £35 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 valuations
Access to Dynamic Planner which is a very powerful “what if” program.
Quarterly newsletter
Maximum transaction charge - Lump sum investment of 1% (subject to a minimum of £75).
Maximum transaction charge for arranging a life or pension policy (excluding pension transfer) of £250.
