OUR PROPOSITION


We are dedicated to providing you with a personal advice service that helps you to manage your wealth in a way which mirrors your individual needs. Setting you firmly at the centre of everything we do enables us to run a focused client orientated business. We believe that by providing you with this brilliant service not only can we keep you as a client but you may also become an advocate of Beals Wealth Management.

Ongoing Services

Set out below are the detailed elements for the indicative levels of on-going service that we carry out with our clients. You can if you wish to, add or enhance levels of service with your adviser if you feel appropriate.

 

Our Ongoing Service Levels

We typically offer our clients three different levels of ongoing service. We will discuss and agree the most appropriate service proposition that will meet your needs depending on the complexity of your circumstances, the nature of your objectives and the type of relationship you are looking for. The service you receive from us will be as per that agreed with your financial adviser.

 

 
Annual Wealth Management Two Year Wealth Management Transactional Financial Planning
Ongoing Service Level
  • Annual face-to-face or telephone review meetings
  • Opportunity to review your Attitude to Risk
  • Designated named contact
    in Administration Team
  • Access to generic advice regarding any aspect of your financial situation
  • Review packs issued by email/post every two years
  • Opportunity to review your Attitude to Risk
  • Designated named contact in Administration Team
  • Access to generic advice regarding any aspect of your financial situation
  • Single transaction only, with access to further
  • Forwarding of all relevant documentation from product providers
Marketing Communications
  • Regular Newsletter on topics we believe will be of interest
  • Regular contact by a Relationship Manager
  • Regular Newsletter on topics we believe will be of interest
  • Regular contact by a Relationship Manager
  • N/A
Level of Investment
  • Assets managed by Beals typically in excess of £75,000
  • Assets managed by Beals typically in excess of £75,000
  • Client requires a single transaction only
Typical Cost
  • Up to 1% per annum of the assets invested
  • Up to 1% per annum of the amount invested
  • No ongoing charge

 

Annual Wealth Management

Our commitment will be to contact you each year to arrange either a telephone or face to face meeting in order to review your financial needs should you wish to do so:

  • We will give you the opportunity to update your risk profile to ensure that your investment solutions continue to meet with your requirements.
  • You will receive a valuation of your investments and pensions at least once a year.
  • We will ensure all your personal circumstances are updated.
  • We will work with you to invest your money wisely to ensure you maximise your tax allowances.
  • We will also work with you and your family to ensure that the wealth you have built up is protected in the event of your death.
  • We will liaise with Insurance companies on your behalf.
  • We will update you on any legislative or industry changes that affect you, your policies or your goals.
  • A Relationship Manager may contact you on a regular basis to discuss your current circumstances and if there is anything Beals can help with.


 

Two Year Wealth Management

Our commitment will be to contact you every two years and arrange either a telephone or face to face meeting in order to review your financial needs should you wish to do so.

  • We will give you the opportunity to update your risk profile to ensure that your investment solutions continue to meet with your requirements.
  • You will receive a valuation of your investments and pensions at least once every two years.
  • We will give you an opportunity to ensure all your personal circumstances are updated.
  • We will work with you to invest your money wisely to ensure you maximise your tax allowances.
  • We will also work with you and your family to ensure that the wealth you have built up is protected in the event of your death.
  • We will liaise with Insurance companies on your behalf.
  • We will update you on any legislative or industry changes that affect you, your policies or your goals.
  • A Relationship Manager may contact you on a regular basis to discuss your current circumstances and if there is anything Beals can help with.


 

Transactional Financial Planning

  • We will review your financial goals when requested to do so by yourself.
  • We will forward to you any valuations sent to us by the Insurance Companies.
  • If you would like us to review your financial solutions, then please contact us to discuss your needs further. We can then describe to you how we work and the costs associated with the work required.

No ongoing charge will be applied to this level of service but we will charge an ad-hoc fee for any additional work carried out after the initial advice.

All the fees outlined will be payable on completion of the work, unless otherwise agreed, and VAT will be charged where appropriate.


The Next Step...


To find out more about becoming a client of Beals Wealth Management, contact us to arrange an initial meeting at our expense.


Call us on 0330 0538 618 or fill out our contact form and send us a message.


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