Fully comprehensive financial planning service including regular reviews.
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 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.
Corporate Planning Service
Employee Benefit Services