Wealth optimisation

Typically clients with portfolios of £500K plus

Quarterly reviews with chosen fund manager(s) and Neil Brown
24/7 access to investments either via the fund direct or via Eden on-line
5 days a week telephone contact with Neil Brown to resolve any investment concerns or queries

The initial fee for full restructuring and implementation will be determined and agreed at the outset and will depend on the complexity of the existing arrangements and their tax wrappers. After initial implementation all future amendments to the contracts and or investment houses will be included in the annual fee which typically will be up to 1% of the investments annually, with a maximum cap of £2,500. However, there may be instances when an amendment cannot be carried out within our annual fee, in which case, we will notify you of any additional fee at the time.

Typically, the fund managers we recommend at the optimisation level of investment might include active and/or passive fund managers. We will also involve tax specialists as necessary and finally involve any wrap providers, who will be continually monitored for their performance. Tax specialists and wrap providers will often have their own charges. You will be advised of such charges before any such work is commenced.

Wealth development

Typically clients with portfolios between £100K and £500K

Six-monthly reviews with fund manager(s) and Neil Brown
24/7 access to investments either via the fund direct or via Eden on-line
5 days a week telephone contact with Neil Brown to resolve any investment concerns or queries

The initial fee for full restructuring and implementation will be determined and agreed at the outset and will depend on the complexity of the existing arrangements and their tax wrappers. After initial implementation all future amendments to fund and investment houses will be included in the annual fee which typically will be up to 1% of the investments annually, with a maximum cap of £2,500. However, there may be instances when an amendment cannot be carried out within our annual fee, in which case, we will notify you of any additional fee at the time.

Typically, the fund managers we recommend at the development level of investment might include active and/or passive fund managers. We will also involve tax specialists as necessary and finally involve any wrap providers, who will continually be monitored for their performance. Tax specialists and wrap providers have their own charges. You will be advised of such charges before any such work is commenced.

At both the optimisation and development levels of investment we recommend that clients meet suggested fund managers as part of the initial process as chemistry can be a vital part of the overall comfort zone a client needs.

Wealth creation

Typically clients with smaller or start-up portfolios

Annual reviews with Neil Brown
Eden Financial and Wealth Management on-line fund access

Typically, this will include a multi manager approach and the creation of the respective tax wrappers.

The initial fee for full structuring and implementation will be determined and agreed at the outset and will depend on the complexity of the arrangements and their tax wrappers. After initial implementation all future amendments to funds will be included in the annual fee up to 1% of the fund. Any additional creation of tax structures and amendment of any wrappers will be looked at independently and you will be advised of any additional charges.

Discretionary fund managers

Discretionary fund managers will make a fund-based charge for their service. These charges will be advised to you at the initial consultation with the investment manager.

We will recommend a fund manager or a mix of fund managers appropriate to your investments. We use DFMs for their expertise in analysing the multiplicity of funds out there as for example a portfolio of 20 funds may have 200 equity shareholdings within them. DFMs use international research firms to analyse the global investment markets to create well structured, balanced and independent investment portfolios with regular rebalancing of the portfolio as markets change.