Chartered Wealth Management

T: 0203 972 6202
E: info@jgw.scot

Active Wealth Management

our financial services

Active Wealth Management

A proactive service where we contact you with issues that relate directly to your financial interests.

The full service provides the following:

  • Face to face meetings at clients home or our office
  • Six monthly financial review
  • Annual Legislation update
  • Annual Tax year end planning
  • Annual inheritance tax review
  • Free access to “My Wealth Manager” system which provides up to date access to all records of investments, assets and bank / savings details.
  • Liaison with your solicitors and accountants
  • Assistance with tax returns
  • Up to 12 valuations per year
  • Unlimited free switch service
  • Quarterly newsletter by post or e mail

Cost of Service

This service is provided by a 1% annual fee of assets under management with a minimum of £1,000 per annum.

Example

Investment Amount On-going Adviser Charge
£100,000 £1,000 per annum
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