Our Premier Service is one of the most comprehensive financial planning services available on the market, including continual monitoring and regular reviews.
We provide a discount on this service depending on the number of Directors, Partners or Key Personnel who subscribe.
We believe that you and your colleagues will find this service to be extremely valuable. Meetings can be held in the workplace (providing confidentiality can be assured) or at the convenience of the individual subscribers at our offices or in their own homes (subject to a small additional charge).
We will set up an all encompassing financial route planner to cover all areas of financial planning going forward. This is a very bespoke system of financial planning that we have developed over many years. It is an excellent tool to help you plan for the future and ensure that you achieve your short, medium and long term objectives. Work is undertaken in line with the Perredon Appraisal Schedule.
Fully independent, sourcing from the ‘whole of market’.
We have not been tempted to take up any offers of joining big conglomerates. We are truly independent and are not tied to any product or service. We are continuously investing in leading technology to ensure that we have access to as many products/funds on the market as possible.
£500 for a Perredon Appraisal.
We levy the following on investment/pension monies: 2% as an initial charge for accepting funds under management, agreeing an investment strategy and switching funds in accordance with the agreed asset allocation model.
1% per annum for managing investments on an ongoing basis in line with our review service, including an up-date of the Financial RoutePlanner and a full review of the Perredon Appraisal document.
0.8% for switching funds by agreement (on the value of funds switched).
Agreement is reached at outset on which service level is most suitable for the subscribers in your Company:
‘AAA’ service– full appraisal every 6 months.
‘AA’ service– full appraisal every 12 months.
‘A’ service– full appraisal every 18 months.