What does our service look like?

 

We have devised a step-by-step retirement income options process, which enables our clients to access and consider all options available to arrange the correct income profile for their retirement.

 

People who choose to engage us to provide advice will receive the following:

·         An introductory meeting/discussion at our expense

 

·         A follow up meeting/discussion regarding your circumstances, requirements and personal investment objectives, conducted by your adviser.

 

 

·         Full research conducted by your client technician and research team

 

·         A 3 volume personal Grand Retirements report set, providing you with our professional guidance of how you may best arrange your income for retirement, together with your personalised investment programme where applicable.

 

 

·         Full administration of the establishment of your agreed plan of action, which will be undertaken by your administration team. This significantly reduces your need to complete paperwork and do the chasing round.

 

·         Regular weekly progress reports by email

 

 

·         Once your plan has been implemented, we will keep you updated of your investment portfolio in a quarterly investment bulletin, make recommendations on the funds to be held within it and ensure that it remains within your risk and reward profile

 

·         Regular topical newsletters

 

 

·         Annual personal review

 

·         A personal financial support team, made up of your professional adviser, technician and administrator

 

 

·         Access to creative investments as they become available.

 

Call Us to find out how our step-by-step retirement income options process could help you to arrange the most suitable income solutions for your retirement.

 

What’s it all cost?

 

Simple!

 

We operate purely on a fee only basis. This allows us to be totally fair to ALL of our clients!

 

To provide our clients with our Grand Retirements step-by-step retirement income options process, as described in our services section, we charge a fee of £2,987.00, for face to face clients.

 

Those who would prefer us not to burn diesel and ruin the planet to visit them and can work with us via video link, will receive a 10% discount on this fee.

 

Once you have held your introductory meeting with your adviser, and are happy to engage us, we ask our clients for an engagement fee of 35% of their total fee. This enables us to meet the immediate costs of providing advice and research.

 

The balance falls due once your Grand Retirement income options programme has been put into place. Most of our clients are happy to meet this cost out of their tax free cash payment.

 

When we provide a personalised investment portfolio for our clients, we report on its progress in a quarterly investment bulletin, make recommendations on the funds to be held within it and ensure that it remains within your risk and reward profile. For this we make a 1% Funds under Management Charge, which would normally be paid by the funds themselves.