Sharing many of the features of our standard service, this level of service is designed for clients with fairly complex affairs or those people who value an 'in-depth' analysis and more regular contact with their adviser.

Clients using this service vary but include people with more complex investment portfolios, people with specialised pension funding ('SIPPs' and 'Drawdown') and owner/directors of small businesses. We aim to offer a pro-active, full financial planning service. The main features of the programme are:

• A full 'holistic' financial review of your current situation and future plans, values and aspirations;
• Thorough review of your current arrangements;
• Preparation of your personal financial report demonstrating where you are in respect of your personal financial objectives and also any weaknesses in your plan;
• Research and recommendations on specific actions to meet your objectives;
• Implementation of these plans;
• A personal annual review;
• An annual policy statement and investment valuation;
• Regular file review and advice about any new opportunities that we feel you should consider;
• Additional or mid-term reviews will be available at your request;
• An initial consultation fee and monthly retainer fee;
• Commission and/or fees will be agreed with you for each service prior to work commencing.

Our basic service
Our standard service
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