EXECUTIVE SERVICE

This is the first of the two service levels we offer to our financial planning/wealth management clients. It is predominantly suitable for clients with investable assets of between £250,000 and £1 million and/or a high disposable income.

What the service includes:

• Strategic Financial Plan
• Participation in our Wealth Management Programme
• Access to Cadogan Wilson risk graded portfolios using institutional grade index funds and Exchange Traded Funds
• A meeting every year with your adviser to include:
  • A complete review of your financial strategy
  • A comprehensive report on your investments
  • Re-weighting of asset allocation to benchmark
• 24/7 online access to wrap platform for portfolio valuations
• Unlimited telephone & secure email access to your adviser
• Priority response – telephone calls and emails returned within 24 hours
• The Professional Service (Ensuring everyone in your financial team provides coordinated advice)
  • Providing strategic updates to your Accountant and other professional advisers
  • Supplying end of year taxation information (as required)
  • Providing access to our carefully selected team of partner professionals
• An invitation to the formal seminars we run at prestigious local venues
• Cadogan Wilson Newsletter

Establishing the Strategic Financial Plan will usually involve up to three half days with your adviser and paraplanner as well as administrative time gathering and collating personal data. The annual review meeting will involve at least one half day with your adviser as well as administrative time in preparation for the meeting and any subsequent adjustments to the plan or portfolio.

Our remuneration is divided into two parts:

The Initial Fee

We charge an initial fee for preparing the Strategic Financial Plan and implementing the changes.

The Wealth Management Fee

The Wealth Management Fee is for providing ongoing professional advice, support, motivation and conducting the review process at pre-specified intervals. It is a recurring fee based on a modest percentage of funds under management.