We have three levels of service with defined fee ranges.
We have one fee to become a client (see schedules below) and one ongoing fee. Our ongoing fee is 1% of assets under management and is designed to:
Fees are typically paid by your investment portfolio. They can also be paid via direct debit, either personally or from your business if services are corporate.
You have a choice between three levels of service. You can choose the service which best suits your circumstances.
Designed for clients with up to £1,000,000 to invest or less complex affairs that require ongoing Investment Management only. This might be for clients who are still accumulating wealth through saving and investment, or who have retired and simplified their financial affairs.
Our holistic service designed
for affluent, wealthy clients and families, with investable assets above £1,000,000, who are looking for professional support and advice on their ‘big picture’. CLEARER incorporates all areas of wealth planning from life planning and financial strategy to investment management, pensions, insurance, and estate planning. CLEARER is designed to make clients financially bulletproof whilst feeling free to live the lifestyle they desire with confidence, belief, purpose, and balance.
Our all-inclusive, invitation-only Family Office service is designed for high and ultra-high net worth families with investable assets of £5million+ who are most concerned with wealth preservation and succession. This includes CLEARER and various additional services, such as our Financial Concierge service to chairing inter-generational family wealth planning meetings, and advising on family trusts and philanthropy.
WILCOCKS & WILCOCKS — WEALTH & LIFE MANAGEMENT
"To help our clients attain, retain and ultimately bequeath Real Wealth"
"Real Wealth & Life Planning becomes the pre-eminent method for delivering financial advice globally"