Investment Planning
The service includes:
- Portfolio construction, using a clear and transparent asset allocation model, based on your objectives and attitude to risk, the main assets being cash and Fixed Interest; Alternative Investments (absolute return) and property funds; equities (UK, European, US, Japanese, Emerging Markets).
- Annual/Half Yearly/Quarterly portfolio review (depending on the agreed service level), including performance against objectives, and risk profile.
- All transactions agreed with you beforehand in writing, by email or verbally.
- Implementation of your instructions with no charge for transactions, other than those made by the provider - we have no incentive to trade other than to benefit the performance of the portfolio.
- Unlimited contact by phone, e-mail, and letter.
- Valuations at any time on request, and online.
- Consolidated tax statements at the end of the tax year.
- Liaising with other advisers (tax accountant, solicitor).
- Client Newsletters (Financial News).
- Occasional client seminars.
The standard cost of the service is 0.5% of the portfolio value per year, plus an initial fee for setting up the portfolio.