Diamond clients are offered a bespoke service, that typically includes quarterly Review and Forward Planning meetings, which include annual cashflow modelling updates, a report on the ongoing suitability of their investments and ongoing advice provided by two Chartered Financial Planners.

This level of service typically involves us managing funds in excess of £10,000,000 for a client.

Platinum clients are offered half yearly Review and Forward Planning meetings, which include annual cashflow modelling updates, a report on the ongoing suitability of their investments and ongoing advice provided by two Chartered Financial Planners.

This level of service typically involves us managing funds in excess of £1,000,000 for a client.

Gold clients are offered annual Forward Planning meetings, which include cashflow modelling updates, a report on the ongoing suitability of their investments and ongoing advice provided by a Chartered Financial Planner.

This level of service typically involves us managing funds in excess of £400,000 for a client.

Silver clients are offered biennial review meetings, an annual report on the ongoing suitability of their investments and ongoing access to a Chartered Financial Planner.

This level of service typically involves us managing funds in excess of £200,000 for a client.

Bronze clients are offered an annual report on the ongoing suitability of their investments.

There is no minimum for this level of service.