financial planning - service levels
Our financial planning offering has two service levels; these are termed Wealth Management
and Advisory.
The Wealth Management Service:
We take the view that an individual’s financial affairs are often connected yet are rarely working in harmony with each other. Our comprehensive Wealth Management service takes into consideration all aspects of your finances in order to construct a financial plan designed to achieve your life goals, whilst preserving or accumulating wealth.
The Advisory Service:
The Advisory Service has been designed for those clients looking for specific advice on limited subjects who do not require the Wealth Management Service.
This is normally requested and limited in the scope of financial planning which may include
the following:-
• Life & Critical Illness Insurance
• Disability Insurance
• Medical Insurance
• Investments
• Inheritance Tax Planning
• Retirement Planning (including Pension Transfers)
• Corporate Planning
• Employee Benefits for small to medium size businesses
Typically this service will involve a no obligation free of charge initial fact finding meeting to learn more about your objectives, this will allow us to conduct our research and suggest the most appropriate planning for you.
Full details of each service and our fees can be found in our Service Agreement & Fee Schedule
For more information about Sigma or any of our services call: 01565 653550