On-going demand from clients has convinced us to keep this service available. While this service does not replace our financial planning service, it allows us to get under the bonnet of your pensions and investments and conduct an independent price check exercise. For no charge and with minimal client input required we can readily let you know exactly what the cost structure is. We will also provide details on best in class cost structures for a similar product. This is often a first conversation which then leads on to the clients asking us to provide the financial planning and wealth management services.
Please contact us if you would like a quick cost audit on your basket of financial products.