Wealth Management Programme

The Wealth Management Programme is a step-by-step process to help you achieve your financial goals.

How it works

First let’s meet! Over an informal 20-30 minute discussion we can decide whether the programme will meet your requirements, and begin to identify some of your financial goals.

This is followed up at a time convenient to you, by a more structured meeting when we will analyse your current situation, establish priorities and examine some of the options open to you.

We will operate a programme suited to your needs at that time.

Who would benefit?

It is easy to let time slip with financial matters as usually no one tells you what to do or when to do it. That’s why many people prefer some leadership/encouragement in financial matters and being part of the programme will help you feel in control once again of where things are going, and confident that relevant issues are being addressed.

So if you would like us to co-ordinate your finances or share the responsibility of managing your personal finances then our wealth management programme may be the solution.

Choose a programme

Read the following service outlines to get an idea of which one is most suited to your needs and circumstances. If you’d like to discuss how each service could benefit you, please contact us.

Gold Membership

Gold Membership is a proactive advice service. The main features of the Gold programme are:

  • Your file will be kept updated
  • We will proactively advise you, without charge, on Wealth Management and other opportunities of which we believe you should be made aware; there may be fees arising if you decide to act on the advice given
  • You will receive an annual review
  • Additional reviews are available mid term at your request and for an additional fee to be agreed with you at the time of the review request
  • Fees will be agreed with you for each service prior to work commencing

The Gold membership fees cover:

  • Assessing your current situation- tax status, personal circumstances, health, income and expenditure, short term financial needs, level of risk with investments
  • Refining your Wealth Management vision
  • Reviewing the Wealth Management Toolbox with you
  • Reviewing your progress in the Wealth Management Programme

Gold joining and membership fees are payable in advance and are non-refundable. Gold membership runs for twelve months, at which point it may be renewed.

All Silver membership and Gold membership fees (joining and membership) are per individual or married couple.

The cost will vary depending on the time and involvement you require or your affairs dictate.

Gold members start at £75pm.

Silver Membership

Silver Membership is an annual review service. The main features of the Silver Programme are:

  • Your file will be kept updated
  • You will receive an annual review; other work will only be undertaken at your request
  • Additional reviews are available mid term at your requested and for an additional fee to be agreed with you at the time of the review request
  • Fees will be agreed with you for each service prior to work commencing

The Silver membership fees cover:

  • Assessing your current situation- tax status, personal circumstances, health, income and expenditure, short term financial needs, level of risk with investments
  • Refining your wealth management vision
  • Reviewing your progress in the Wealth Management Programme

Silver joining and membership fees are payable in advance and are non-refundable. Silver membership runs for twelve months, at which point it may be renewed.

Silver members pay from £40pm.

Bronze service

Bronze Membership is a reactive service. There is no joining fee or retainer for Bronze membership.

The main features of the Bronze Programme are:

  • There are no monthly retainers or other regular fees
  • Work will only be undertaken at your request
  • Your file will only be updated when you have requested a service
  • A fee will need to be charged for updating your file before any work is commenced
  • Fees will be agreed with you for each service prior to work commencing, in line with our client agreement