For Individuals : Premier Service

Fully comprehensive financial planning service including regular reviews.

Service

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.

Status

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.

Charges

Initial fees:

£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.

Ongoing Fees:

1% per annum for managing investments on an ongoing basis in line with our review service, including an up-date of the Financial Route Planner and a full review of the Perredon Appraisal document.

0.5% for switching funds by agreement (on the value of funds switched).

Reviews are conducted in line with the following:

‘AAA’ service for clients with portfolios in excess of £300,000 – full appraisal every 6 months.

‘AA’ service for clients with portfolios between £150,000 and £300,000 – full appraisal every 12 months.

‘A’ service for clients with portfolios between £75,000 and £150,000 – full appraisal every 18 months.

For Individuals:

Premier Service

Transaction Service

Mortgage Service

Insurance Service

For Businesses:

Executive Service

Corporate Planning Service

Employee Benefit Services

 

Disclaimer

This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this internet site. Please ensure you read our User Terms, Terms of Business and Privacy Statement.
Perredon Financial Solutions Ltd is authorised and regulated by The Financial Services Authority. The Financial Services Authority do not regulate Banking, Will Writing, Loans, Credit Cards or some forms of Mortgage, Tax Advice, Offshore Investments, Long Term Care, Estate Planning.
The tax reliefs referred to throughout this Internet site are those currently applying to the United Kingdom to UK Tax Residents. These tax relief's are liable to change. The value of any tax relief available will depend upon the individual circumstances of the tax payer.

Copyright 2005 © Perredon. All rights reserved.
Perredon Financial Solutions Ltd | 3-4 Bedford Square, Loughborough, Leicestershire, LE11 2TP | Tel 01509 215095 | Fax 01509 262616
Registered in England No. 3334695 | Registered office address as above
Perredon Financial Solutions Ltd is authorised and regulated by the Financial Services Authority

Site Last Updated: