Ongoing Costs for Our Service
Our Core and Wealth service is an all in low rate so that clients do not need to be concerned about having to pay for additional services.
For a Core or Wealth client you will get all of the 5 services if relevant to your situation for the all in rate.
The rate does vary depending if you are a:
Core 0.5% pa – clients that need annual reviews and planning
Wealth 1.0% pa – for clients that need more frequent reviews, investing and planning as well as regular interaction with other professional services.
Our Lite client service allows us to provide help to those at an early stage in their pension or investment planning with limited assets.
If you want to know more about the different levels of service then get in contact.