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Wealth Management

We believe that taking advice from us could make a significant difference to an investment portfolio, by utilising our experience in conducting fund research, tailoring an appropriate asset allocation and taking the holistic approach to financial planning.

Broughtons Financial Planning Ltd offers a range of risk-based model portfolios and believes that most clients' risk profiles fall within three categories:

• Defensive
• Cautious
• Balanced

Within the three risk based models, there are "growth" and "income" options. (model portfolio framework).

Frequently Asked Questions:-

How Will This Work in Practice?

• The model portfolio assets are held on an electronic dealing platform
• Any changes required to the portfolios are fast and efficient
• Our role is to select the investments/asset allocation and control the risk
• Regular rebalancing of the investments will assist with controlling risk
• You do not pay us any commissions for making changes to your portfolio

Will I Lose Control of How My Investments Are Managed?

No, you will receive written recommendations and be required to sign for any changes to be made to your portfolios.

What if I Have Purchased a "Growth" Portfolio and Now I Need Income?

The model portfolios are designed to be flexible enough to adapt to your changing financial circumstances.

How Much WIll it Cost?

We believe that the best approach for charging for our services is to ensure that it is both clear and transparent and that in all circumstances, we can deliver excellent value for money. This can only be achieved by charging fees. Any commissions or payments arising from all third party sources are passed to you in full. Wealth Management fees are as follows:

• Implementation fee = up to 1%
• Annual fee = 1% reducing to 0.75% on assets over £500,000