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How it Works – Your options as client

Areas of Expertise

Whenever you invest new money or have help with one of our services, we will give you a complete breakdown of our fees and charges. Each product is priced differently depending on what your goals are, but we still offer very competitive rates.

 

All financial planning begins with an initial meeting; this is a no obligation meeting that is free of charge. What are you waiting for?

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Introductions

 

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Preparation

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Implementation

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Sit down and discuss your goals with an adviser. We’ll then conduct a fact find & risk assessment to establish your financial circumstances and attitude to risk. We will tell you what the costs will be before you decide whether or not to continue, and this initial meeting is completely free of charge.
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Using various tools we research the whole of the market to find you the best product, at the best price. Based on your risk score form the questionnaire and service preferences, we select a portfolio that reflects your needs. We then create a research report outlining the recommendation in detail.
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You will be presented with research reports, our recommended fund selection and details of the product provider. This will include an illustration to highlight the main product features, costs and growth projections. Once you’re happy with the recommendation we will begin the application process.
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Keep you informed of all progress of the application and once investment is set up, you’ll receive your policy documents and any further relevant information. Most providers send this directly to the investor. We will also provide you with details to log-on and view your investment online.
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Areas of Expertise

Service Levels

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Areas of Expertise

 

Over time your circumstances change, and with this your financial outlook also changes. What was important to you before might not be as important in the future. Our Service Options are designed to give you the flexibility to only pay for the services you need.

 

Each level pairs to a different fund selection to reflect the affordability of the underlying fund charges. Our On-Demand and Managed solutions are available regardless of your investment size, and clients can nominate to change their service level at any time. when your investment has grown beyond the recommended threshold we will contact you, but you are not obliged to move.

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Costs

[one_fourth] [pricing_item image=”” title=”Basic” currency=”£” currency_pos=”left” price=”12″ period=”/ monthly” subtitle=”A great low-cost solution for those who are new to investing, or simply want access to Professionally selected funds.” link_title=”Sign up now” link=”#” target=”” icon=”” featured=”0″ style=”label” animate=””]
  • Number of Fund Reviews
  • Recommended FUM[tooltip hint=”The total amount of Funds Under Management to qualify for the Service Level”] ?[/tooltip]
  • Face-to-face Meetings
  • Access to our Client Portal app
[/pricing_item] [/one_fourth] [one_fourth] [pricing_item image=”” title=”On Demand” currency=”” currency_pos=”left” price=”0.5%” period=”/ annually” subtitle=”A great low-cost solution for those who are new to investing, or simply want access to Professionally selected funds.” link_title=”Find out more” link=”http://hl.spacetruffle.com/book-an-appointment/” target=”” icon=”” featured=”0″ style=”table” animate=””]
  • Annual
  • £5,000-£50,000
  • 1 yearly
[/pricing_item] [/one_fourth] [one_fourth] [pricing_item image=”” title=”Managed” currency=”” currency_pos=”left” price=”1.0%” period=”/ annually” subtitle=”Our most popular solution, providing expert portfolios and quality ongoing service at a competitive price.” link_title=”Find out more” link=”http://hl.spacetruffle.com/book-an-appointment/” target=”” icon=”” featured=”1″ style=”table” animate=””]
  • Quarterly
  • £50,001-£249,999
  • 2 yearly +
[/pricing_item] [/one_fourth] [one_fourth] [pricing_item image=”” title=”Bespoke” currency=”” currency_pos=”left” price=”1.0%” period=”/ annually” subtitle=”A discretionary portfolio built and managed to you & your risk, exclusive to investors with over £250,000 to invest.” link_title=”Find out more” link=”http://hl.spacetruffle.com/book-an-appointment/” target=”” icon=”” featured=”0″ style=”table” animate=””]
  • Weekly
  • £250,000+
  • As Required
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Areas of Expertise

Unless otherwise agreed our initial fee is always 1.0% of the lump sum/transfer being invested.

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Costing Examples

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For example:

 

Task: New clients have an existing Investment Bond of £50,000 with Santander and want to contribute an additional £500 a month.

 

Process: After reviewing your circumstances, conducting research and confirming our recommendations with you, we set up the policy and communicate between yourself and the provider. On this we would take an initial fee of 1.00% (£500) with an ongoing fee of 1% paid annually (approximately £41.66 a month⁺).
⁺Representative figures only. The actual fee charged will vary depending upon how the investment performs and it will increase as the fund grows.
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Areas of Expertise

Hourly rate charging

 

If you would prefer to pay on an hourly basis, we can arrange this. As standard we would charge £125 an hour with an adviser, but this will be discussed with you on a case-by-case basis. We will recommend an hourly fee to you if we think this to be the most cost-effective solution for the services you require.

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Call to action

[heading tag=”h4″ align=”justify” padding=”20px” color=”#fff” style=”default” color2=”#000″]We will happily provide you with a free no obligation comparison of any existing policies you have! [/heading]

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