Savings, savings, savings. It’s all that anyone seems to be talking about these days and there is always the nagging feeling that someone else has a better deal than you. But don’t worry, we’re here to help, and you know what they say: look after the pennies…

For those who haven’t made any investments before - £150

What's included?

  • Assessment of your investment needs
  • Explanation of the options open to you
  • Assessment of your attitude to risk
  • Assessment of funds, up to £30,000
  • Recommended course of action, including a suitable fund strategy for the first £30,000

What’s not inclided?  
  • Setting up of any recommendations
  • Product charges where applicable
  • Strategy for funds greater than £30,000 (per £10,000 or part thereof)
 £50

 

What’s the cost (per month) £150
Set up costs: 
  • ISA
 
  • Single premium
£75
  • Regular premium
£75
  • Savings, including N&I (per account)
£25
  • Investment Bond / OEIC,
    including Offshore variants:
£150

For those who have investments already - £175

What's included?

  • Assessment of your investment requirements
  • Summary of up to three existing plans, to include:
    • Charges
    • Fund performance
    • Projection on income at retirement
    • Explanation of how the plan works
    • Confirmation of tax treatment
  • Assessment of your attitude to risk
  • Assessment of funds, up to £30,000
  • Recommended course of action, including a suitable fund strategy for the first £30,000

What’s not inclided?  
  • Setting up of any recommendations
  • Product charges where applicable
  • Summary of additional plans
    in excess of three (per plan)
£50
  • Strategy for funds greater than £30,000
    (per £10,000 or part thereof)
£50
Whats the cost? £175
Set up costs:
  • Fund switches/changes (per fund)
£25
  • ISA/OEIC consolidation:
  • <£50,000
£350
  • <£100,000
£500
  • <£250,000
£1250
  • >£250,000
contact
  • New ISA
  • Single premium
£75
  • Regular premium
£75
  • New Investment Bond / OEIC
    including offshore variants:
£150