FULL FINANCIAL REVIEW SERVICE
Our INDEPENDENT PENSION REVIEW service looks at all your existing pensions and plans for retirement, whereas our FULL INDEPENDENT FINANCIAL REVIEW also includes your other financial arrangements such as life cover, mortgages, savings and investments, inheritance tax etc. This can be arranged face to face, or via email/telephone if this suits you better.
We will look at every aspect of your financial life, reviewing existing arrangements to see if they are still suitable, suggesting ways in which you can save money or invest money in a more productive way, and indicating areas where there may be a shortfall in your current arrangements. We then recommend any changes we feel may be beneficial and, once you have agreed the way forward, we deal with all paperwork that is needed on your behalf.
ONGOING SERVICE
Once our initial recommendations have been put in place, we then keep your financial arrangements under review, to ensure that they remain relevant and suitable. Any pensions, savings and investments will be reviewed and a full report emailed every 6 months, or more often if required, to ensure that you are fully up to date with the performance of your plans. Face to face meetings can be arranged at any time should you have a specific issue you wish to discuss in person.
Our fees for this service vary depending on the complexity of your arrangements, but our standard fee for investment business is 3% initially, with an annual fee of 0.5%. This can be paid up front, or taken from within your investments and pensions should you prefer this method.
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