Select Wealth Management
Service
Select is our outstanding wealth management
service. For those without the time to effectively manage their own
finances or those looking for a more personal wealth management solution,
Select is ideal.
For an initial chat to discuss your requirements,
call us on 020 8891 6375 or contact
us for more information. If you would prefer to receive further information on the Select Service before contacting us then please click here.
What the Select Service provides
The Select Service will be tailored to your requirements, your goals and the level of assets you have available to invest. The service gives you:
- 25% discount off the cost of our initial
advice
- An initial financial planning report and
recommendations (based on International Financial Planning
Board Standards) provided for a fixed fee that is agreed with
you in advance
- Ongoing financial advice, investment management
and administration for an all-inclusive
fee
- The Tower Hill Associates New Model Investment Management Process -
a client-centred investment approach designed to give you a
more successful investment experience
- Referral to additional expert
advice e.g. on alternative
investments (VCTs, EISs, private equity and hedge funds); a leading
discount broker for general insurance products including life
insurance
- The Tower Hill Associates Estate Planning service
- The Tower Hill Associates Tax Planning service
- Unlimited email and telephone access to your Tower Hill Associates adviser
- A comprehensive annual review meeting at your home or place of work
We will use an independent Portfolio
Administration platform to manage your investments and pension funds. This offers you significant advantages in the management of your portfolio.
If required, your Tower Hill Associates adviser will work closely with other professional advisers you may retain - lawyers, tax accountants, etc. Alternatively we can offer you access to our own network of specialist partners.
For a free initial chat to discuss your
individual requirements, please call us on 020
8891 6375 or contact
us for
more information.
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