IFA Warwick Financial Services is offering a VIP service for clients with a monthly fee.
The move is part of plans for the firm to move to a fee-based structure. Warwick will offer the service for £12 a month for single membership and £15 a month for joint membership.
The service will be open to anyone who wants ongoing financial advice without paying standard hourly fees.
The IFA says it will probably expand its services for its VIP clients to include a dedicated area on its website, and special deals on life insurance, investment products and household and travel insurance.
Partner Martin Smith says: “We have found it extremely popular with older clients who want to have peace of mind and know that their affairs are in order. A VIP brochure kept alongside a will ensures that relatives have one point of contact to deal with their estate.”