Levels & Costs

Platinum clients are offered termly review meetings, annual cashflow modelling updates and ongoing advice provided by two Chartered Financial Planners.

This level of service typically involves us managing funds in excess of £1,000,000 for a client.

Gold clients are offered half-yearly review meetings, annual cashflow modelling updates and ongoing advice provided by a Chartered Financial Planner.

This level of service typically involves us managing funds in excess of £500,000 for a client.

Silver clients are offered annual review meetings, annual cashflow modelling updates and ongoing access to a Chartered Financial Planner.

This level of service typically involves us managing funds in excess of £250,000 for a client.

Bronze clients are offered biennial review meetings and ongoing access to a Chartered Financial Planner.

This level of service typically involves us managing funds in excess of £125,000 for a client.