We are pleased to provide a number of different options for working with us. Our preference is to work with clients and their professional advisers on a continual basis to integrate a dynamic portfolio with other investments, including pension structures and tax mitigation strategies, and develop an overall approach to personal wealth management based firmly on the particular needs of an individual and their family.

 

	Personal Wealth Management	Complex Advice	Straightforward Advice	Transactional
	“We provide financial consultancy for business and private clients with complex affairs - we will work with other professionals to create and manage a comprehensive and evolving strategy on a bespoke basis”	“We provide ongoing financial advice to business and private clients – working with other professionals where necessary to create and manage appropriate strategies”	“We provide straightforward advice to make sure you have appropriate financial arrangements for your immediate and foreseeable future needs”	“We will arrange financial transactions or provide advice in specific areas at your request.”
Advice basis	Advisory / Discretionary	Advisory / Discretionary	Advisory	Advisory
Review meetings	Quarterly, Half Yearly or Annual	Half Yearly or Annual	Up to one per annum on request at our expense (by telephone / local home visit / our office)	None
Typical reporting	Quarterly, Half Yearly or Annual   Half yearly asset specific commentary   Half yearly portfolio benchmarking	Half yearly or Annual	For meetings only	None
Example communications	Monthly market commentary   Regular portfolio commentary	Half yearly newsletter   Regular market commentary	Half yearly newsletter   Possible additional offers by post	Possible additional offers by post
Ongoing advice	Ongoing at review/ on request	Ongoing at review/ on request	Telephone support (possible charges for additional work)	None (possible charges for additional work)

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