Independent Financial Planning

T: 0141 226 3184 | E:

Active Wealth Management


Active Wealth Management

It is a service which is proactive where we contact our clients with issues we believe relate directly to their financial interests and where they would benefit from on going advice and research.

The full service provides the following:

  • Face to face meetings at clients home or our office
  • Six monthly financial review
  • Annual Legislation update
  • Annual Tax year end planning
  • Annual inheritance tax review
  • Free access to “My Wealth Manager” system which provides up to date access to all records of investments, assets and bank / savings details.
  • Professional connection service where we liaise with other professionals including solicitors and accountants
  • Assistance with tax returns.
  • Up to 12 valuations per year
  • Unlimited free switch service
  • Quarterly newsletter by post or e mail

Cost of Service

This service is provided by a 1% annual fee of assets under management with a minimum of £1,000 per annum.


Investment Amount On-going Adviser Charge
£100,000 £1,000 per annum


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