This service is about you achieving a specific goal at a specific time without the need for ongoing reviews and support. Our fees are therefore ‘one-off’ and whilst the service is very comprehensive, over time it would be considered our lowest cost option.
Based on a single transaction where straight forward advice is provided and limited to one need area.
The advice is ‘one off’ and no ongoing support is required or provided.
The Benefits to You
Straight forward quick but comprehensive advice.
The option always to develop the relationship to a higher level.
Clear known costs at the outset.
We understand that some clients will require such specific advice and it may be a one transaction client, or it may be a more established client requiring specific advice.
We will ask for only relevant details. Clear specific advice will be provided.
A simplified report will be provided.
Risk based investment solutions only.
Ongoing support or advice available on a fee basis.
Contact & Communication
Initial ‘at our cost’ meeting.
Necessary telephone contact.
Annual provider statement direct.
Reviews available for set fee.
See charging structure document for standard fees.
- Focused fact-find
- Risk profiling
- Specific analysing
- Research of existing products where applicable
- Recommendation of provider and product solution
- Recommendation of portfolio investment option
- Assistance in completion of application forms
- Verification under Money Laundering Regulations
- Management of submission documents and additional provider requirements
- Policy documents checked and forwarded
- All action confirmed in written report