PLATINUM SERVICE - Tailored Ongoing Regular Financial Advice Reviews
After any initial advice/review has been completed, an ongoing advice service may be suitable. Platinum is ideal for those who require a tailored approach to their independent financial advice with quarterly reviews.
What is included in the Platinum Review Service?
Who should consider Platinum Service?
Platinum ‘Money MOT’ Service Fees:
Fees are based upon the number of policies/plans/funds that we review. We believe you should control and have the choice of how all advice including any future money ‘MOT’ advice service be delivered to you and at what cost. As well as selecting whether you prefer Bronze, Silver, Gold or Platinum service we also give you additional pricing options to get the best value service for your money. There are four pricing options, allowing you to save up to 25%:
Service Options |
Non Face to Face (paid up front or monthly) |
Non Face to Face (paid in arrears at end of year) |
Face To Face (paid upfront or monthly) |
Face To Face (paid in arrears at end of year) |
Platinum Quarterly (up to 6 policies/funds) |
£93.75 pm or £1,125 pa |
£1,275 pa |
£112.50 pm or £1,350 pa |
£1,500 pa |
Platinum Quarterly (7+ policies/ funds) |
£156.25 pm or £1,875 pa |
£2,125 pa |
£187.50 pm or £2,250 pa |
£2,500 pa |
How are these services delivered to you? |
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Discussions & Meetings |
Non Face to Face Telephone, Webcam, Email |
Non Face to Face Telephone, Webcam, Email |
Face to Face Personal Meeting |
Face to Face Personal Meeting |
Advice & Reports |
Telephone Webcam, Email |
Telephone, Webcam, Email |
Meeting, Printed + Email Copy |
Meeting, Printed + Email Copy |
Application Forms |
Telephone Email, Post |
Telephone, Email, Post |
Meeting, Printed + Email Copy |
Meeting, Printed + Email Copy |
Policy Documents |
Post |
Post |
Post |
Post |
Discount |
Saving you 25% |
Saving you 15% |
Saving you 10% |
|
We will discuss and agree the most suitable service level for you because certain policies, pensions or funds may not require ongoing regular reviews.