Milngavie Service

Tel: 0141 563 3260
between the hours of 9am to 5pm

Mobile: 07714 090845

Email: info@mil-ifa.co.uk

The following service level options are available:

FINANCIAL PLANNING SERVICE

This fully comprehensive service includes

  • Free initial consultation
  • Full Planning Process
  • Full Independent research and analysis
  • Full annual review
  • Half yearly investment valuation update
  • Portfolio review and rebalancing service
  • Liaison with other Professional Services (Solicitors and Accountants)
  • Trust Planning Service for the benefit of Settlors, Trustees and Beneficiaries
  • Telephone & Email access to your Adviser
  • Face to Face Access to your Adviser between planned review dates
FINANCIAL REVIEW SERVICE

This advice service includes

  • Free initial consultation
  • Full Planning Process
  • Full Independent research and analysis
  • Telephone & Email access to your Adviser
ADVICE & IMPLEMENTATION SERVICE

This service includes

  • Free initial consultation
  • A focused Fact Find
  • Full Independent research, analysis and recommendation
  • Facilitating the setting up of any arrangements as a result of the recommendations
WE ALSO OFFER INDIVIDUAL PACKAGED SERVICES AS FOLLOWS:

The Professionals service

  • Providing strategic updates to your other Professional Advisers
  • Supplying end of year taxation information (as required)
  • Recommending suitable Professionals as other needs arise

The Portfolio Construction Service

  • Using a scientific risk profiling methodology
  • Design of suitable asset allocation
  • Portfolio design and construction

The Portfolio Advice Service

  • Online access to portfolio valuations (if applicable)
  • Portfolio monitoring
  • Re-weighting of asset allocation to benchmark
  • Written portfolio valuations on request

The Pension Service

  • Pensions advice
  • Pensions review
  • Pensions consolidation

Estate Planning Service

  • Calculation of potential Inheritance Tax liability
  • Constructing a strategy to reduce any potential Inheritance Tax liability

"TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY."

"SOME ASPECTS OF OCCUPATIONAL PENSION SCHEMES ARE REGULATED BY THE PENSIONS REGULATOR AND NOT THE FINANCIAL CONDUCT AUTHORITY."