Introduction to Our Ongoing Financial Advice Money MOT Services

Over an average lifetime:

• People move home 8 times.
• People have 11 different jobs.
• People have 2 long term partners.
• People have 1.9 children.

This makes for many financial decisions over time and possibly membership of up to 11 different pension schemes.  Your finances can get complicated or even get ‘lost’ if you do not keep ‘on top of them’. 

Servicing Your Car

• You have a car, you insure you car.
• You pay for an annual MOT and servicing.
• You pay annual road taxes.
• You put petrol or diesel in it or charge it.
• You regularly check oil, radiators, tyre pressures, repairs and clean it.
• It is a depreciating asset that may eventually be scrapped yet you spend £00s each year to look after it.
• If you do not do these things, your car will eventually break down.

What About Your Financial Wellbeing?

You home, your wealth, your life both today and in the future is more valuable than your car.  How often do you service your finances?

Introducing Our Money MOT Service

After any initial review or new advice works are complete, where applicable we offer ‘optional’ ongoing advice services to suit all needs.

Some clients do not need ongoing services, others need simple ‘consultation’ services, some need an annual review and ad-hoc help, others that may be more complex, have larger portfolios or are more aggressive/active with their investments may require quarterly reviews.  We cater for all needs and requirements.

Platinum Service offers tailored, ongoing, quarterly advice and review and is ideal for those who require a tailored approach to their independent financial advice every 3 months.

See Platinum

Gold 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 on a date agreed with you.

See Gold

Silver Service is ideal for those who do not require a full yearly review of their financial, taxation, pension and investment position but want full access to our website, weekly updates, newsletters, investment alerts and 2 x consultations a year.

See Silver

Bronze Service : No ongoing advice services, there is no charge for bronze service, it is a Pay as You Go service.  We will offer solutions and fee quotations as and when you need us.

Other Services: Mid-term reviews, Ad-hoc services, Additional fund switches and Calculation/withdrawals and cash in services.

See Money MOT

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