WealthManager Programmes
The WealthManager Programme consists of four membership levels. Clients select the membership level most appropriate to their circumstances.
WealthManager
Gold
Gold membership is a reactive service.
Clients who join the Basic WealthManager Programme want to take advantage of our online facilities so that all details of their non-cash based investments and other policies are accessible at the touch of a button.
They also want access to ad hoc advice over the ‘phone. Where additional advice is needed an additional fee will be payable and agreed in advance of work being carried out.
As Gold membership is a reactive service there is an initial joining fee. You will also pay a monthly membership fee, payable for a minimum term of 12 months.
If you wish to discuss the above further or require information on any of our services, then please contact us.
