financial advice

PLATINUM SERVICE - Tailored Ongoing Regular Financial Advice Reviews

PLATINUM SERVICE is ideal for those who require a tailored approach to their independent financial advice.

What is included in the Platinum Review Service?

• Records - We maintain a full and complete financial services file throughout the year
• Deal with Companies - We deal with any queries from insurance, investment or pension companies throughout the year
• Deal with Authorities - We deal with tax authorities when and where required throughout the year
• Monitor Investments - We monitor changes in investment markets throughout the year and notify you if we believe action is needed
• Monitor Law and Tax - We monitor changes in law and taxation throughout the year and notify you if we believe action is needed
• Review - We review your investments made on our advice at intervals to suit you
• Advice - We give ongoing advice and make changes to your portfolio where needed at intervals to suit you
• Telephone - We offer you unlimited telephone contact - you can telephone us at any time with no extra cost without worrying about huge additional charges
• Report - We give you a written report on your portfolio and the markets explaining all those statements in plain English, removing all the jargon so that you understand what you have at intervals to suit you 
• Valuation - We give you a full written report including valuation of transactions made on our advice and an overview of the performance and investment returns at intervals to suit you
• Meetings - We have meetings with you face to face or a remote consultation to discuss ongoing changes at intervals to suit you
• Need An Adviser - We offer full access to the subscription only pages of Need An Adviser at no extra charge
• Newsletters - We issue our informative, regular newsletters both by email and by post at no extra cost

Who should consider Platinum Service?

Any person, family or organisation who has total pension funds and investments, excluding their main residential home, worth more than £500,000 (approximately $1,000,000 or €1,400,000), should consider Platinum service.

Any person who has a total income in excess of £100,000 (approximately $200,000 or €140,000), should consider Platinum service.

Any person, family or organisation who has more complex financial planning needs such as complex taxation matters, owns a number of properties, has trusts or has International needs, should consider Platinum service.

How much does it cost?  Minumum Charge £1,200 (charged yearly in arrear) or £100pm

This is a tailored service and the cost is charged at an hourly rate and will be based upon your exact requirements subject to the above minimums.

We guarantee this rate is lower than our normal hourly rates.

We offset commissions

Any commissions that we receive are offset against our service costs, for many clients this can mean little or no fees are charged.

Contact Us About This Service

Why not take a look at our other regular review services?

Gold Service  Silver Service  Bronze Service