0118 979 7596
mail@pfcthamesvalley.co.uk
How we get paid
How we get paid
We offer an ongoing service to our clients which covers:
Services Provided
An annual financial review to include:
- Review of your financial plan
- Your needs and objectives
- Changes in your personal circumstances
- Your attitude to risk and capacity for loss
- Impact of tax and legislative changes
- Review of the suitability of your investments
Quarterly review of the underlying investment funds within your portfolio. This will ensure the funds are rebalanced in line with the agreed asset allocation. This is undertaken on our behalf by our selected discretionary investment managers.
On-going access to a qualified financial planner to assist you with any queries, guidance or advice needed at your request
Liaison, at your request, with any other professional adviser
On-going administration support
Our charge for the above is set at 0.75% of the value of the funds that we manage for you, subject to a minimum of £1,000 per annum.
With larger investments we are happy to discuss an alternative bespoke arrangement.
The ongoing fees can be deducted from the investments that we manage on your behalf (our preferred option), or they can be paid directly by you.
