Our 'Advisory' service provides emailed buy and sell limit orders for passing to your broker or private bank. The service is bespoke. Each limit order is determined with reference to your individual portfolio design.
- Suggested limit order phrasing with specific buy and sell recommendations
- 'Best Buy' research published
- Annual performance report in July, with reporting to pre-agreed benchmarks
- Monthly reports of the world economy with an emphasis upon how to maintain returns in today's economics
- Full Tax Computation and draft Return in September, with all investor schedules
Over the years this service has consistently delivered good investment results, and these results have been the basis for the majority of the testimonials offered.
Fees
Our standard fee is 1% of assets under management with substantial discounts for volume, and an additional 10% discount when you agree your Financial Plan as correct after one of our planning courses. Our minimum fee is £1,500 p.a. plus VAT.
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