Platinum Money MOT Review Service

Last updated on 15/05/2017

Initial Financial ReviewPlatinum SubscriptionPLATINUM 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?

  • Records - We maintain a full and complete financial services file throughout the year
  • Deal with Companies - We deal with any queries from insurance, investment or pension companies throughout the year
  • Deal with Authorities - We deal with tax authorities when and where required throughout the year
  • Monitor Investments - We monitor changes in investment markets throughout the year and notify you if we believe action is needed
  • Monitor Law and Tax - We monitor changes in law and taxation throughout the year and notify you if we believe action is needed
  • Review - We review your investments made on our advice every 3 months
  • Advice - We give ongoing advice and make changes to your portfolio where needed at intervals to suit you
  • Telephone - We offer you unlimited telephone contact - you can telephone us at any time with no extra cost without worrying about huge additional charges
  • Report - We give you a written report on your portfolio and the markets explaining all those statements in plain English, removing all the jargon so that you understand what you have at intervals to suit you 
  • Valuation - We give you a full written report including valuation of transactions made on our advice and an overview of the performance and investment returns at intervals to suit you
  • Meetings - We have meetings with you face to face or a remote consultation to discuss ongoing changes at intervals to suit you
  • Full website access to the subscription/client/member only pages at no extra charge
  • Newsletters - We issue our informative, regular newsletters both by email and by post at no extra cost
  • Mid term fund switch advice on 'Traffic Light' Investment Alerts included

Who should consider Platinum Service?

  • Any person, family or organisation who has total pension funds and investments, excluding their main residential home, worth more than £100,000
  • Any person who has a total income in excess of £50,000 should consider Platinum service
  • Any person, family or organisation who has more complex financial planning needs such as complex taxation matters, owns a number of properties, has trusts or has International needs, 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?

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.

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