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SPOTLIGHT 
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HIGHLIGHT 
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LIMELIGHT 
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| Meetings and Contacts | |||
| Initial Engagement: Phone and Online | |||
| Initial Meeting in person | |||
| A minimum 12 months review of your financing goals and objectives and ongoing suitability | (Completed Online or via telephone) |
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| Ad hoc meetings when required | |||
| Access to a dedicated financial planner | |||
| Access to a dedicated investment manager | |||
| Managing your money | |||
| Minimum Portfolio Size | 2000 | 50,000 | 250,000 |
| Continuous monitoring and rebalancing of your investment portfolio(s) | |||
| Monthly strategy factsheets | (Except bespoke portfolios constructions |
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| Quarterly Investment Commentaries | |||
| Quarterly Performance Reporting | |||
| Risk Profiled Managed Portfolio Strategies | |||
| Bespoke Portfolio Construction | (minimum 500,000 GBP) |
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| Investment Management Styles Available: | |||
| Multi-Asset (min. 2000 GBP) | |||
| Passive (min. 20,000 GBP) | |||
| Absolute Return (min. 20,000 GBP) | |||
| Traditional (min. 50,000 GBP) | |||
| Individual Equities (min. 250,000 GBP) | |||
| Bespoke Portfolios (min. 500,000 GBP) | |||
| US Portfolios (min. 300,000 USD) | |||
| Utilise ISA Allowances | |||
| Utilise Annual CGT Allowances | |||
| Advice on asset across multiple wrappers | |||
| Reporting | |||
| Quarterly Valuation Report including market update | |||
| Online access to portfolio valuations | |||
| Year End Capital Gains Tax Report | |||
| Consolidated Tax Voucher | |||
| Access to a range of industry articles (*Via client investment portal) | |||
| Quarterly ‘Financial Matters’ e-zine | |||
| Advice on asset across multiple wrappers |
