The Financial Review Service

The Financial Review Service is recommended for clients who require an ongoing review of their finances.

By reviewing finances on a regular basis objectives can be reappraised. It also provides the opportunity for portfolios to be reviewed annually and rebalanced in line with agreed benchmarks.

The Financial Review Service includes:

Annual Financial Review

An opportunity to discuss and update personal circumstances and finances

Portfolio Management (including pensions)

A review of investments, risk analysis and rebalancing of assets

Inheritance Tax Planning

Identification of potential Inheritance Tax liabilities and appropriate planning opportunities

Tax Planning

A review of Income and Capital Gains Tax planning opportunities

Financial Data Management

Liaising with third parties to maintain accurate financial data

The Financial Review Service fee

The fee is based on the value of investment funds under management and this provides a clear, known cost linked to portfolio values. The annual fee is 0.5% of the investment funds, subject to a minimum of £1,000 p.a.

Additional services and advice are charged on a time basis or at a fixed rate. Details of fee rates are available on request.

Please read our Privacy Statement before sending an email to us.

The Financial Services Authority does not regulate Taxation advice, Estate Planning Services and Trust Advice.

The value of investments can fall as well as rise.

Tax legislation may be subject to change.

The County Partnership is a trading name of The County Partnership Ltd which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 467629

Directors: Mark Helmke, Henry Hodgkins and Andrew Thatcher

AFAP logo