Independent Financial Planning

T: 0141 226 3184 | E: aw@fitzroywm.co.uk

Wealth Management

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Wealth Management

This is our passive wealth management service where we monitor, research and advise on existing investments.

The full service provides the following:

  • Office meetings only (meetings at clients homes incurs additional fees)
  • Annual financial review
  • Two six monthly valuations
  • Up to 6 free investment fund switches per annum
  • Free encashment service
  • Free withdrawal service
  • Access to “My Wealth Manager” service for a reduced monthly fee of £9.99 per month.
  • Quarterly newsletter by e mail only.

Cost of Service

This service is provided by a 1% annual fee of assets under management with a minimum of £500 per annum

Example

Investment Amount On-going Adviser Charge
£50,000 £500 per annum

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