Important Information

About our Financial Planning services

Read our Service and Business terms along with information about the different services we offer and their cost and charges.

Financial Planning

Our Financial Planning Services and Business terms

We offer Financial Planning advice to individuals, trustees and charities. Our services can be divided into three distinct parts: advice, implementation and ongoing reviews.

Our Financial Planning service options

We offer two different levels of support and interaction that reflect the differing complexity of client needs:

Optima Wealth Management

This service may be suitable for clients who want to combine comprehensive financial planning and regular ongoing reviews. We offer more frequent review meetings for clients with higher levels of assets (typically over £500,000).

Apex Wealth Management

This may be suitable for clients who need a one-off piece of advice about one or more of their financial planning goals and objectives. This service does not include any ongoing review meetings.