financial advice

GOLD SERVICE - Ongoing Regular Financial Advice Review Service

GOLD SERVICE is ideal for those who require a full yearly review of their financial, taxation, pension and investment position.

The Gold Review Service is our most popular service of all.  Gold Service means that we will review the investments made on our advice at intervals of twelve months on a date agreed with you.

Who should consider Gold Service? Every person, family or organisation should have a review of their financial position at least once a year. 

What is included?

• 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 once a year
• Advice - We give ongoing advice and make changes to your portfolio where needed once a year
• 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 once a year on your portfolio and the markets explaining all those statements in plain English, removing all the jargon so that you understand what you have
• Valuation - We give you a full written report including valuation of transactions made on our advice once a year and an overview of the performance and investment returns
• Meetings - We have a meeting with you face to face or a remote consultation to discuss ongoing changes once a year.  Additional meetings or full remote consultations with an adviser are chargeable
• Need An Adviser - We offer full access to the subscription only pages of Need An Adviser at no extra charge saving £39.99 a year
• Newsletters - We issue our informative, regular newsletters both by email and by post at no extra cost

How much does it cost?

For the Gold Service we make an annual charge, yearly in arrears, depending upon the number of pensions and investments plans we look after for you and provide ongoing advice on as follows:

• £240 per year (£20m) - 1 plan or less
• £480 per year (£40pm) - 3 plans or less
• £600 per year (£50pm) - 6 plans or less
• £1,200 per year (£100pm) - 7 + plans

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?

Platinum Service  Silver Service  Bronze Service