This is a comprehensive ongoing review service with your own dedicated advice team, covering all areas of financial planning that will allow you to maximise your position.​

It includes an annual review of your circumstances to make sure you are on track to achieve your goals, with an updated financial forecast.  ​We'll also monitor and consider external changes (such as tax, interest rates, investment changes, new legislation)and how they impact you. 

This service is designed to make sure you are making the most of your money.  It includes a review of your tax position, savings, retirement plan, risk profile and investment strategy.

And will cost: £1,200 per year (there may be an additional £95 charge per year if we are managing more than 5 policies for you).