Services we offer

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.

ServicesEssentialChoiceAspirePreference
Ongoing meetings
Telephone update (1 per year)  √  
Main annual review  
Interim review (1 per year)  
Ad hoc meetings  
Reporting
Online Valuations √ √ √
Online Client Portal   √ 
Anual investment report (1 per year) 
Interim review meeting report  
Ad hoc reports 

Investment approach
Re-balancing (1 per year)   
Re-balancing (upto 4 per year) 
  √
Bespoke portfolio management  
Contact
Telephone / Secure email direct access to IFA  
Telephone / Secure email assistance via the office√  √
Proactive client contact  
Administration
Client file retention
Forward provider correspondence
Online Document Access √ √
Enhanced Valuations online  
Professional services
Liaising with 3rd parties  
Production of end of year tax statement  
Bespoke services
Provision of additional bespoke services   
ANNUAL COST – Minimum / month£15£25£200£400+