Christie FP Logo

Christie Financial Planning LTD

Chartered Financial Planners

Call us on 0141 333 9636

‘Standard’

Services provided

  • Face-to-face annual meeting (six-monthly if required)
  • Annual valuation of plans
  • Annual review of portfolio (six-monthly if required)
  • Full estate planning
  • Inheritance Tax and Income Tax planning
  • Pension planning
  • Liaising, and meeting, with other professional contacts (accountants, solicitors, etc.)
  • Access to the Christie Financial Planning Limited Investment Proposition
  • 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, except when the Company Director requires to be involved

Cost

  • The Minimum Fee for this service is £1,000.00 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 received from the provider exceed the Minimum Fee, as the portfolio will be larger and, by definition, will require more detailed analysis.