WealthManager

Platinum

Platinum membership is for clients who require ongoing advice but on a more irregular basis than our full Prestige and Black programmes. This is our most popular programme.

When you join the WealthManager Programme at Platinum 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.

These fees cover:

  • Assessing your current financial situation and making generic recommendations for areas of your financial situation that we believe require attention.
  • A review meeting every two years. Additional review meetings can be requested subject to an agreed fee.
  • Online access to our client management interface and your policy records.
  • Telephone support.
  • Access to our preferred professional connections.

 

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.