Transactional Proposition

ServicesDescription
Ongoing meetings
Ad hoc meetingIn addition to the core meetings, at any time you can request an extra meeting (one per year), if perhaps your requirements or circumstances change, to discuss your current investments and establish if they still meet your needs.
Reporting
Ad hoc reportIf you choose to have an extra meeting, we will provide a report summarising our discussions and any recommendations we may make.
Investment management
Ad hoc investment adjustmentsPortfolio reviews will be carried out on request
Contact
Telephone / email direct access to adviserYou will have direct telephone or email access to your IFA at anytime during working hours for personal assistance. Where appropriate, we may suggest an ad hoc meeting for more complex queries / needs.
Administration
Client file retention & maintenanceAs and when you provide us with updates to your circumstances, we update your file and will hold it securely at our offices for as long as you remain a client of ours, in accordance with our data protection policy.
Forward provider correspondenceWe will forward any correspondence concerning your investments to ensure you are kept up to date with their performance and current value.
ANNUAL COST – CORE PACKAGEOur standard ongoing adviser charge will either be 0.5% or 0.75% as will be agreed at outset. A minimum charge of £300 will apply.


Financial Advice... pure and simple

MIFM provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right times and at the right cost. It's simple!
Contact us on 01434 608 347 or press the below link to be contacted back:

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