Services – Detail

The Essentials Report Service

Our core service where we review and analyse your existing portfolio and/or financial affairs and report back to you on what you on the current position.

The Essentials Report Service will normally include:

  • Scientifically establishing your Risk Profile
  • Analysis of the features of your current plans and policies
  • Confirming the existing asset allocation, fund profile and performance
  • Total cost of ownership

The cost for The Essentials Report Service starts from around £350.

Some people see The Essentials Report Service as similar to that of having a survey done on a property, or a major service on a valuable car.

This will allow you to be clear on what you have, what you can and cannot do – prior to any decisions and actions being taken.

The Enhanced Service

Building on the above – we also prepare recommendations (if required) to discuss, that will improve your financial circumstances

The Comprehensive Service

The Essential and Enhanced Services combined, with all the work required to finalise and implement the recommendations – project managing and liaising with all relevant providers for an efficient process

The Bespoke Service

For those occasions, when due to the nature of what is required, we tailor and bespoke our Services to fit with you.

Due to the client centric nature of the above Services, the costs will vary – once we know what is involved the cost will be discussed and agreed.