A straight-forward, low cost way of making sure that your finances stay in great shape. This option will give you a yearly sit down with us to go through all of your finances and keep them up to date.

What's included?

  • Policy administration (up to ten policies)
  • The maintaining of client details
  • Annual review meetings
  • Annual policy valuation (up to ten policies)
  • Unlimited telephone support
  • Newsletter

What's not included?

  • Fund switches
  • Change of address processing
  • Policy surrenders
  • Ad hoc policy withdrawals
  • Policy Increments
  • Replacement of lost policy documents

What’s the cost (per month) £30
Additional costs: 
  • Additional policy administration
    (per policy per month)
£3
  • Fund switches
£25
  • Policy surrenders
£25
  • Ad hoc policy withdrawals
£25
  • Change of address (per policy)
£3
  • Policy increments
£25
  • Additional meetings
£150
  • Additional portfolio valuations
£100
  • Replacement policy documents
£25
  • Addition or removal of parties connected to a trust
£35