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Christie Financial Planning LTD

Chartered Financial Planners

Call us on 0141 333 9636

‘Bespoke’

Services provided

  • Direct access to the Company Director at any time
  • Face-to-face meetings (when required)
  • Individually constructed portfolios (when appropriate)
  • Full estate planning
  • Succession planning with other members of the client’s family
  • Inheritance Tax and Income Tax planning
  • Pension planning
  • Six-monthly review of plans and portfolio (where appropriate)
  • Liaising, and meeting, with other professional contacts (accountants, solicitors, etc.)
  • Access to a Discretionary Fund Manager (when appropriate)
  • Access to the Christie Financial Planning Limited Investment Proposition
  • Fully automated fund research.
  • Six-monthly re-balancing of portfolio
  • All policy information maintained on the firm’s back office system
  • All correspondence scanned and uploaded onto the firm’s management information data system
  • Client queries handled by the support team and the Company Director

Cost

  • The Minimum Fee for this service is £3,000.00 per annum.
  • Any fees received from providers on an initial or fund basis will be ‘offset’ against the Annual Fee.

N.B.

  • The ‘offset‘ will not apply if the fees from the provider exceed the Minimum Fee, as the portfolio will be larger and, by definition, will require a more detailed analysis.