Tel: 020 8498 0040

Email: info@lighthouselondonpfa.com

lighthouse london

The following service level options
are available:

 

Wealth Management Service

This fully comprehensive service includes:-

Free initial consultation
Full Four Step Planning Process
Full Professional research and analysis
Full annual review
Half yearly investment valuation update
Portfolio review and rebalancing service
Liaison with other Professional Services (Solicitors and Accountants)
Telephone & Email access to your Adviser
Face to Face Access to your Adviser between planned review dates

 

Advice On Demand Service

This advice service includes:-

Free initial consultation
A focused Fact Find
Full Professional research, analysis and recommendation
Facilitating the setting up of any arrangements as a result of the recommendations
Online access to portfolio valuations (if applicable)
Portfolio monitoring
Re-weighting of asset allocation to benchmark
Written portfolio valuations on request

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