Silver Subscription Service
Published / Last Updated on 17/05/2021
SILVER SERVICE - This is our Low Cost, Full Website Access Service
SILVER 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.
Who should consider Silver Service?
- You prefer to self manage your portfolio, control your costs and only pay for our advice when you really need it
- You like the idea of having highly qualified Chartered Financial Planner/IFA personal guidance sessions to make sure you're not missing anything
- You want to receive our regular newsletters and emails
- You want full access to our website, tools, calculators, videos and more
What is included in your Silver service?
- Weekly email news and updates
- Quarterly Newsletters - we issue informative, regular newsletters every 3 months
- Unrestricted Website access to 7,000+ pages of tools, calculators, videos, news and articles on money
- Traffic Light Investment Alerts (red/amber/green) - when we are positive and negative about different markets, never forget 'buy low/sell high'
- 2 x Telephone Consultations per year, each 30 minutes duration with an award winning Chartered Financial Planner and IFA. Worth between £120 and £240 based upon hourly rates.
JUST £10pm or save 50%, pay £60.00 yearly fee (incl. VAT). Why such a large discount? Because bank/card merchant charges are so high on small monthly payments.
Additional Services Available For Silver Clients
- We deal with investment, pension, insurance companies - on request, we deal with any queries from insurance, investment or pension companies throughout the year - an additional charge may be made for this service. If you require ongoing advice you should consider Gold or Platinum service.
- We deal with authorities - on request, we deal with tax authorities when and where required throughout the year- an additional charge will be made for this service. If you require ongoing advice you should consider Gold or Platinum service.
- Monitor investments - we monitor changes in investment markets throughout the year - this may be passed to you as part of a news email - we will only advise on request and an additional charge will be made for this service. If you require ongoing advice you should consider Gold or Platinum service.
- Monitor law and tax - we monitor changes in law and taxation throughout the year - this may be passed to you as part of a news email - we will only advise on request and an additional charge will be made for this service. If you require ongoing advice you should consider Gold or Platinum service.
- Review - we review your investments made on our advice only when requested by you - an additional charge will be made for this service. If you require ongoing advice you should consider Gold or Platinum service.
- Valuation - on request, we give you a full written report including valuation of transactions made on our advice once a year and an overview of the performance and investment returns- an additional charge will be made for this service. If you require ongoing advice you should consider Gold or Platinum service.
- Meetings - we can offer meetings with you face to face or remote consultations to discuss ongoing changes to your portfolio - an additional charge may be made for this service . If you require ongoing advice without further charges you should consider Gold or Platinum service.
- Report - we shall prepare a full 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 when requested by you - an additional charge will be made for this service. If you require ongoing reports without further charges you should consider Gold or Platinum service.
- Advice - we can give ongoing advice and make changes to your portfolio when requested by you - an additional charge willbe made for this service. If you require ongoing advice you should consider Gold or Platinum service.
- Telephone - you can telephone us at any time - an additional charge may be made for this service. If you require unlimited contact without further charges you should consider Gold or Platinum service.
