PLATINUM SERVICE - Tailored Ongoing QUARTERLY 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%.