WealthManager

Black

This is a proactive service for clients who require a personal, highly focused service, designed to improve their personal wealth and reduce the burden of tax on their assets.

When you join the WealthManager Programme at Black level there is an initial joining fee. You will also pay a monthly membership fee for as long as you wish to benefit from the programme, subject to a minimum term of 12 months.

You will be provided with a comprehensive record of your financial position, which will include detailed statements in the following areas:

  • Net worth
  • Income
  • Expenditure
  • Liabilities
  • Assets
  • Inheritance Tax position


 

The above will be updated every year.


 

These fees also cover the following services:

  • General preparation for the review of your financial planning arrangements. This will include sending to you for updating our understanding of the nature of your assets and liabilities and your current and projected income and expenditure
  • Dealing with matters arising from those meetings
  • Liaising with your investment managers (where appropriate) and appraising you of the value and performance of your investments relative to your Lifetime Cashflow Forecast
  • Dealing with routine administration and other matters and generally responding to matters that arise as part of your financial planning arrangements
  • The provision of generic solutions to issues that we identify
  • Access to online portfolio and plan valuations
  • Access to details of existing non investment policies on line (excludes “general” insurance such as cars, household etc.)
  • An annual review meeting.

 

If you wish to discuss the above further or require information on any of our services, then please contact us.

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WealthManager Programmes

The WealthManager Programme consists of four membership levels. Clients select the membership level most appropriate to their circumstances.