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Bloomsbury fixes the price for advice service

Fee-based IFA Bloomsbury Financial Planning is unveiling a fixed-price financial planning service for clients who want ongoing access to advice.

Two levels of the service are offered – elite, aimed at clients with more complex finances, and premier for simpler needs.

Elite gives unlimited access to a certified financial planner, unlimited technical work and the updating of the client&#39s financial plan throughout the year for a fixed monthly fee of £250 plus VAT. Any commission generated from product sales are fed back to the client.

The premier option includes up to five hours of financial planning advice and work a year for a fixed monthly fee of £105 plus VAT. It offers a detailed financial analysis by a certified financial planner who looks at whether the individual is on track to achieve their goals, reviewing cashflow management, investment strategy and tax efficiency.

Managing director Jason Butler says: “We know there is a massive demand for an ongoing, client-focused financial planning service which is not based on the selling of products for commission. Our clients tell us that true value is not measured by how much time we spend on their affairs but on the quality of the advice and service that we provide.”


Naked truth about industry proposals

The tale of the emperor&#39s new clothes sprang to mind last week as I watched the posturing by the Investment Management Association as the brave in its midst came back from holiday and launched into an attack on Sandler&#39s conclusions regarding active fund management.The initial timidity of our industry perhaps explains why we are in […]

Exchange sets up quotation service

The Exchange is offering a comparative quotation service that enables IFAs to compare pension products and providers on retirement benefits, fund values, charges, transfer values and product features.The service gives compliant customer-specific quotes and illustrations for individual pension products and is supported by Clerical Medical, Friends Provident, Norwich Union, Scottish Mutual, Skandia and Standard Life.

Towers Perrin appoints Frank Russell

Management consultants Towers Perrin will outsource asset management to investment services firm Frank Russell Company&#39s manager of manager services for its pension plan clients in the UK.The strategic alliance passes responsibility for active asset manager selection to Russell, who will be fully responsible for delivering investment performance, while Towers Perrin will focus on strategic financial […]

Independent view

The UK household savings ratio has fallen to its lowest level since 1988. True, at the same time, the Bank of England tells us that “windfalls” of nearly £37bn were paid out by demutualising building societies and insurance companies.However, demutualisations are treated in the national accounts as increasing wealth rather than savings.We have a reported […]

Inheritance tax when it is relevant

Neil Jones is Technical Support Manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. A trust can offer significant advantages when an individual is […]


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