GOLD SERVICE - Tailored Ongoing Regular Financial Advice Reviews
After any initial advice/review has been completed, an ongoing advice service may be suitable. Gold is ideal for those who require a tailored approach to their independent financial advice with annual reviews.
Gold Review Service is our most popular service of all. Gold Service means that we will review the investments made on our advice at intervals of twelve months and on a date agreed with you.
What is included in your Gold Service?
Who should consider the Gold Service?
Gold ‘Money MOT’ Service Fees:
Our fees are based upon the number of policies/plans/funds we review for you. 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 4 pricing options, allowing you to save up to 25%.