Strategic Advice Services
Our main strategic advice services are as follows:
- clarityONE-TO-ONE
- clarityONE-TO-ONE+
- clarityADVICE
clarityONE-TO-ONE
This service is designed to take responsibility for the management of all aspects of your money, in whatever form. For a fixed fee the service incorporates
12 months’ cover for:
- Financial planning and investment strategy
- Review of existing financial arrangements and agreement of a future financial plan
- Recommendations of new investments and products which will achieve the stated objectives
- Purchase of investments via the website or paper-based applications. All discounts and initial commission is reinvested for the benefit of the individual
- Access to our help line
- Advice for spouses, partners and their children
- Annual valuations of investments and pensions
- E-mail alerts on topical issues and fund performance
clarityONE-TO-ONE+
The clarityONE-TO-ONE+ service is designed for those who need to look at their finances in more detail or more often. Therefore, the whole
clarityONE-TO-ONE review process is completed twice per annum.
clarityADVICE
Financial planning advice is available on a time cost basis to complete one off projects. The time-cost arrangements for this service depend on any employer
group that you might belong to or will be confirmed by your Adviser during your initial discussions.
SUMMARY OF BENEFITS
|
clarity ONE-TO-ONE+
|
2
|
yes
|
yes
|
yes
|
yes
|
yes
|
|
clarity ONE-TO-ONE
|
1
|
yes
|
yes
|
yes
|
yes
|
yes
|
|
clarity ADVICE
|
n/a
|
no
|
no
|
yes
|
yes
|
no
|
| 
