Transactional Proposition
| Services | Description |
|---|---|
| Ongoing meetings | |
| Ad hoc meeting | In addition to the core meetings, at any time you can request an extra meeting (one per year), if perhaps your requirements or circumstances change, to discuss your current investments and establish if they still meet your needs. |
| Reporting | |
| Ad hoc report | If you choose to have an extra meeting, we will provide a report summarising our discussions and any recommendations we may make. |
| Investment management | |
| Ad hoc investment adjustments | Portfolio reviews will be carried out on request |
| Contact | |
| Telephone / email direct access to adviser | You will have direct telephone or email access to your IFA at anytime during working hours for personal assistance. Where appropriate, we may suggest an ad hoc meeting for more complex queries / needs. |
| Administration | |
| Client file retention & maintenance | As and when you provide us with updates to your circumstances, we update your file and will hold it securely at our offices for as long as you remain a client of ours, in accordance with our data protection policy. |
| Forward provider correspondence | We will forward any correspondence concerning your investments to ensure you are kept up to date with their performance and current value. |
| ANNUAL COST – CORE PACKAGE | Our standard ongoing adviser charge will either be 0.5% or 0.75% as will be agreed at outset. A minimum charge of £300 will apply. |
Financial Advice... pure and simple
MIFM provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right times and at the right cost. It's simple!
Contact us on 01494 266716 or press the below link to be contacted back: