This service is about you achieving a specific goal at a specific time without the need for ongoing reviews and support. Our fees are therefore ‘one-off’ and whilst the service is very comprehensive, over time it would be considered our lowest cost option.
Service Overview
Based on a single transaction where straight forward advice is provided and limited to one need area. The advice is ‘one off’ and no ongoing support is required or provided.
The Benefits to You
Straight forward quick but comprehensive advice. The option always to develop the relationship to a higher level. Clear known costs at the outset.
Our Proposition
We understand that some clients will require such specific advice and it may be a one transaction client, or it may be a more established client requiring specific advice.
Our Methodology
We will ask for only relevant details. Clear specific advice will be provided. A simplified report will be provided. Risk based investment solutions only. Ongoing support or advice available on a fee basis.
Communication
Initial ‘at our cost’ meeting. Necessary telephone contact. Recommendation meeting. Annual provider statement direct.
Costs
Reviews available for set fee. See charging structure document for standard fees.