Our new services finally launched

Well, launched is probably too strong a word, but we finally put almost six months research, development and design work to bed.

Over the years we have been gradually reducing our dependence on commission, and certainly for the last three or four years our charging structure has centred on fund based renewal income. However, investment management is only a small part of our service to clients. Most of our work is top level strategic life, financial, tax and investment planning, as well as providing support and encouragement to clients and simply being there for them when they need us.

We therefore felt it fairer to move to a fixed fee basis and at the same time further strengthen our service standards to ensure clients fully understood the nature of the service we provide, and the value they get for their fees.

Our research also showed different clients sought different levels of service, and whilst changing the fee structure we expanded from just one service to four, known as Freedom, Pinnacle, Ascent and Pathfinder. Freedom is a fully comprehensive, all-inclusive service incorporating off-site discretionary portfolio management, whilst at the other end of the scale Pathfinder is a very simple, no frills, low cost, entry level financial planning service.

Details of the new services can be found on our website.