financial advice

BRONZE SERVICE

BRONZE SERVICE is ideal for those who do not require a full yearly review of their financial, taxation, pension and investment position and do not want ongoing advice.

You prefer to receive ongoing updates only about your portfolio and but you will advise us when you require further advice or action taking.

Who should consider Bronze Service?

Every person, family or organisation should have a financial adviser appointed to montor their affairs and be in a position to review their financial position regularly.  We actually recommend that most people should use our Gold Service and have their affairs reviewed once a year although many prefer the flexibility and lower cost option of our Bronze Service.

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
• Monitor Law and Tax - We monitor changes in law and taxation throughout the year
• Review - We review your investments made on our advice when requested by you - an additional charge may be made for this service.  If you require ongoing advice you should consider Gold Service
• 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
• Newsletters - We issue our informative, regular newsletters both by email and by post at no extra cost

Additional Services Available For Bronze Clients

• Meetings - We offer meetings with you face to face or remote consultations to discuss ongoing changes to your portfolio - an additional charge may be made for this service .  If you require ongoing advice without further charges you should consider Gold Service
• Report - We will prepre a full 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 when requested by you - an additional charge may be made for this service. If you require ongoing reports without further charges you should consider Gold Service
• Advice - We give ongoing advice and make changes to your portfolio when requested by you - an additional charge may be made for this service. If you require ongoing advice you should consider Gold Service
• Telephone - You can telephone us at any time - an additional charge may be made for this service. If you require unlimited contact without further charges you should consider Gold Service
• Need An Adviser - We offer a 50% discount for the full access to the subscription only pages of Need An Adviser a saving of £15.  If you require this as part of your financial services package you should consider Gold Service

How much does it cost? NO CHARGE

For the Bronze Service we make no annual charge but additional services may be chargeable

We offset commissions

Any commissions that we receive are retained to cover our service costs.

Contact Us About This Service

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

Platinum Service  Gold Service  Silver Service