Look after your money and give it a chance to grow.
Choose one of our wealth management services below or call us today for more information.

 

 

We believe that anyone with more than £20k in pensions, ISAs or other investments, will benefit from our services.  Many people don't realise how much they have invested in their current company pension scheme, or that they may be able to transfer their pension fund without their company stopping contributions!  Have a look at your company pension and find out whether you can make your money work harder for you too!

If you have any questions in relation to the services we offer or whether they are applicable to you please contact us, we would love to hear from you!

Tel: 020 7015 2144

 
 

Pick a ServicE Option which is right for you

  • Self Select Pension
    + Portfolio Rebalancing

    £500 initial set up fee
    reduced to £300 if you apply online
    + 0.25% pa (capped at £250)
    • No Advice Provided
    • Consolidate old pensions with ease
    • Choose from 3 investment portfolios
    • Have your pension funds rebalanced annually
    • Gain peace of mind from our annual provider due diligence and annual investment fund due diligence
    • Quarterly market reviews
    • Get pension valuations online 24/7
    • Upgrade to our actively managed portfolio at any time (£500 + 0.5% pa).
    • No contract term, increase or decrease your service level at any time
  • Self Select ISA
    + Portfolio Rebalancing

    £250 initial set up fee + 0.25% pa (capped at £250)
    • No Advice Provided
    • Consolidate old ISAs with ease
    • Choose from 3 investment portfolios
    • Have your ISA investments rebalanced annually
    • Gain peace of mind from our annual provider due diligence and annual investment fund due diligence
    • Quarterly market reviews
    • Get ISA valuations online 24/7
    • Upgrade to our actively managed portfolio at any time (£500 + 0.5% pa).
    • No contract term, increase or decrease your service level at any time
  • Independent Financial Advice
    and Wealth Management

    Fees dependent on service
    • Initial meeting free of charge
    • Our comprehensive Independent Financial Advice services give you the greatest level of reassurance and protection and we believe will delivers the best possible outcome for you
    • Our annual review service ensures the ongoing suitability of any advice we have given and includes a review of any previous investment recommendations we have made. This service also highlights any other issues or opportunities which may be relevant and/or beneficial for you to review
    • You will receive a detailed and fully personalised annual report at your formal annual review, which we can conduct face to face or over the telephone
    • Quarterly market reviews
    • Get portfolio valuations online 24/7
    • Typical initial charge of up to 3%.
    • Typical ongoing charge of £500 + 0.5% of managed assets per annum
    • Discounts available for larger investment portfolios
    • No contract term, increase or decrease your service level at any time