Service Level 1
(Items in blue are unique to this service level)
This is our highest level of service offering “hands on” active investment management tailored to your specific requirements. You will benefit from professional investment research. We will deal with all day to day administration. We will be your point of contact for all investment and financial planning queries. You can contact us at any time for advice and you will receive a prompt and courteous response. This is a fully inclusive service with no additional charges.
Dedicated Adviser and support team - Direct contact with named individuals. No telephone menus. No call centres.
Telephone, e‐mail and face‐to‐face support.
Administration - Account opening and closure. Processing of all trades. Regular or ad hoc payments of income and/or capital. All routine correspondence.
Ongoing financial advice - Review of personal and financial circumstances. Review of objectives and risk profile. Review of investment suitability. Tax planning.
Fund Management - Actively managed portfolios tailored to individual objectives and risk profile. Independent “Whole of Market” investment choice. Consistent investment process supported by a dedicated research team. Focus on risk control at fund and portfolio level. Targeted returns and/or performance benchmarking. Monthly review of asset allocation and fund selection. Six‐monthly valuation and performance analysis. Six‐monthly portfolio rebalancing.
Our annual charge for this level of service is 0.95% of the value of assets under management. Discounted terms are available for portfolios in excess of £250,000 held on the Fusion Wealth Platform.