Our core service where we review and analyse your existing portfolio and/or financial affairs and report back to you on what you on the current position.
The Essentials Report Service will normally include:
* Scientifically establishing your Risk Profile * Analysis of the features of your current plans and policies * Confirming the existing asset allocation, fund profile and performance * Total cost of ownership * The cost for The Essentials Report Service starts from around £350.
Some people see The Essentials Report Service as similar to that of having a survey done on a property, or a major service on a valuable car.
This will allow you to be clear on what you have, what you can and cannot do – prior to any decisions and actions being taken.
The Enhanced Service
Building on the above – we also prepare recommendations (if required) to discuss, that will improve your financial circumstances
The Comprehensive Service
The Essential and Enhanced Services combined, with all the work required to finalise and implement the recommendations – project managing and liaising with all relevant providers for an efficient process
The Bespoke Service
For those occasions, when due to the nature of what is required, we tailor and bespoke our Services to fit with you.
Due to the client centric nature of the above Services, the costs will vary – once we know what is involved the cost will be discussed and agreed.
The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
The value of pension and investments can fall as well as rise. You may get back less than you invested.
Cox & Company Financial Planning is a trading style of Lincox Ltd, which is an Appointed Representative of Quilter Financial Planning Solutions Ltd.
Quilter Financial Planning Solutions Ltd is authorised and regulated by the Financial ConductAuthority. Positive Solutions is a trading style of Quilter Financial Planning Solutions Ltd.
Lincox Ltd - Registered in England & Wales, No.09682478. Registered Office: 9 Stratfield Park, Elettra Avenue, Waterlooville,Hampshire, P07 7XN.