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Our Ongoing Financial Planning service combines the financial plan and our investment management service. This is the on-going process of monitoring and managing all aspects of your financial life. 


This is a fixed fee agreed upfront. Our fees depend on the nature and the complexity of the work being carried out.


What you will get:

  • The service of a dedicated investment manager who will maintain frequent contact with you to make recommendations in line with your agreed investment strategy.

  • Ongoing review of your global financial strategy according to your own goals.

  • Highly personalized service. Each client's portfolio is custom designed to meet the requirements of their investment objectives, tolerance for risk, and liquidity needs.

  • Regular phone calls to discuss your financial matters.

  • A monthly summary of your net worth.

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