Belmont Associates Ltd offers a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.
A small change in the way you manage your finances today can make a very considerable difference to your finances in the future.
The Advice Process
In general there are 3 stages to our initial advice process:
1: Initial Meeting
We offer an Initial Meeting at our expense – allowing us to discuss your situation and how we might work together.
In some circumstances there may be a modest charge for travel, or hire of meeting room etc. We will advise you if this is the case before the first meeting.
2: Advice and Reports
For most clients we will offer to prepare a Financial Report and Recommendations.This will give an overview of the Client's current financial situation and how likely their financial goals will be met and how our recommendations may improve the situation.
There are also likely to be specific reports on areas such as pensions and investments giving specific advice.
An initial review and report for a new client is likely to be £2500- £3500 depending on the complexity. The exact fee will be disclosed in your engagement letter.
On receipt of your fiancial plan you may ask us to implement recommendations setting up financial arrangements and portfolios. However, as independent adivsers there may be reccomendations that we are unable to implment on your behalf however we will help guide you.
Typically there will be no additional cost for implmenetation unless previously disclosed to you, this might be the case if for example additonal mettings with trustees, solicitors or accountants are required.
After your initial report - On-going Advice
Once you have taken our reccomendations and started to implement your fiancnai plan you can then choose one of our service propositions in order to recive ongoing investment and advice support.