Financial Planning2020-09-10T13:52:40+00:00

Financial Planning

This specific service is for clients who need expert advice for relatively straight forward financial affairs.  In our experience, it is expected that this service is more suitable for clients who have a portfolio of less than £100,000 to manage, or clients with larger portfolios who wish to engage in a simplified investment approach, with a strong emphasis on delivering a low-cost solution through the engagement of carefully selected 3rd party providers from the whole of market.   For clients with more than £100,000 to manage we recommend our Wealth Management or Wealth Management Plus services.

Included within this personalised service is:-

Review with your Adviser including every year

  • A financial strategy review
  • Financial health check
  • Valuation update on line at any time

Telephone & email access to your support team during normal office hours

Professionals service

  • Referral to other professionals i.e. solicitors or accountants.

Portfolio construction (3rd Party*)

  • Using a scientific risk profiling methodology
  • Identify suitable risk based funds
  • Sourcing suitable fund selection

Portfolio management (3rd Party*)

  • Ongoing reviews of the investment strategies applicable
  • Online access to client portal including valuations and regular newsletter service
  • Written portfolio valuations issued annually

Pension planning if applicable

  • Pensions advice, review and consolidation

Please note:

*All 3rd party providers are carefully selected from the whole of market, after a rigorous due diligence process which includes but is not limited to analysis of performance records, determination of financial strength and administrative functionality.

Interested?  To find out more please contact us on 01792 483860

Our experienced and qualified Financial Advisors are able to visit you at your home or work premises if you wish.  Alternatively you are welcome to visit us at our offices in SA1 Swansea Marina.