View more on these topics

IFA offering VIP advice service for monthly fee

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.”

Recommended

Abbey – 15-Year Fixed Rate

Type: Fixed-rate mortgage Fixed term: Until June 2, 2019 Fixed rate: 5.74% Minimum loan: £6,000 Maximum loan: Up to 95% of valuation subject to a maximum of £250,000, up to 90% of valuation subject to a maximum of £1m Income multiples: Three times principal income plus second or 2.5 times joint Arrangement fee: £199 Redemption […]

Home Fees Agency sets up own equity-release plan

The Nursing Home Fees Agency is offering its own equity-release service in response to demand. It says the new NHFA Lifetime Mortgages service means it can offer younger clients and possibly their relatives the ability to stay in their homes or improve the quality of their lives by drawing down income or capital from their […]

Scottish Life International – Safe Combination Bond

Type: Capital-protected offshore bond Aim: Growth by investing in Scottish Life International&#39s Protected UK Index 100 and Protected UK Index 95 funds Minimum investment: Lump sum £15,000 Term: None Investment split: 100% linked to the performance of Scottish Life International&#39s Protected UK Index 100 and Protected UK Index 95 funds Return: Depends on quarterly growth […]

Abbey launches IFA publication

Abbey for Intermediaries has launched the first issue of Investment News, a bi-monthly publication for IFAs with features on the market. The launch issue includes an article on structured products, looking at why guaranteed investments are so important to IFAs&#39 businesses in the context of falling unit trust and with-profits sales. It also includes an […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com