Wealth Management Advice | Easby Gale & Phillipson

Wealth Management Advice & Review Service

At Easby Gale & Phillipson we believe that professional financial advice can add significant value to individuals and businesses. It is because of this belief that we provide a comprehensive ongoing review service designed to create real value for our clients.

As your partner in building wealth and security, we focus on ways that we can help you to live the life that you want to live. By engaging EG&P you assure yourself of regular financial checkups and access to new ideas brought to you by the EG&P team. Choosing a financial partner is one of the most important decisions you will ever make. Take your time, choose wisely and we hope that we shall earn the right to work with you into the future.

The EG&P ‘Wealth Management Advice & Review’ Partner Service

A ‘Face to Face’ Review Meeting with your Adviser including

A Complete Review of your Financial Strategy

The EG&P Holistic Financial Planning Advice & Investment Process

A Cover IFA and Administrator Service in the event of your adviser’s absence from work

Unlimited Telephone & Email Access to your Adviser between review dates

The Professionals Service:	Providing Strategic Updates to your Accountant and any other Professional Advisers Supplying End of Year Taxation Information (as required) Recommending suitable Professionals as other needs arise * Ensuring that everyone on your financial team provides advice in a co-ordinated and professional way
The Portfolio Construction Service:	Using a Scientific Risk Profiling Methodology Design of Suitable Asset Allocation Bespoke Portfolio Design and Construction and/or choice of risk rated Multi-Manager funds Discretionary Fund Management Service Advice
The Portfolio Management Service	Online access to Portfolio Valuations On-going Portfolio monitoring via EG&P Investment Committee Automatic Quarterly Re-balancing of Asset Allocation to benchmark, or as required Written Portfolio Valuations on request
Holistic Financial Planning Service	Comprehensive Client Financial Questionnaire completed Detailed Advice Report, Recommendations & Implementation
The Priority Response Service	Phone calls and emails returned within 24 hours
The Second Opinion Service	Making ourselves available to consider new ideas from whatever source they may originate
The Inheritance Tax, Trust & Estate Planning Service	Reviewing the suitability of your Will and current IHT arrangements Review of existing Trust arrangements and suitability
The Taxation Planning Service	In conjunction with your Accountant and other taxation advisers
The SIPP/SSAS Service	Value added strategies using Self Invested Personal Pensions (SIPPs) & Small Self-Administered Schemes (SSAS) Specialist advice for owning business premises
The Pensions Service	Pensions Advice Pensions Review Pensions Consolidation & Transfer Service
The Mortgage Service	Choosing the right mortgage for your house purchase needs Full re-mortgage service Competitive solicitor recommendation Reviewing your current arrangements
The General Insurance Service	Analysis of your current arrangements Cost and suitability monitoring of all general insurance needs including personal and business Designing a suitable plan for your needs
The Protection Service	Review Family Protection needs and suitability of existing arrangements Review of Business Protection needs and suitability of existing arrangements Designing a suitable plan for your family and business protection needs
The Financial Update Service	Regular relevant website Financial Updates Regular articles available on new products and financial legislation available to download Links to many notable financial awareness websites Hard copy and emailed EG&P financial Newsletters

For details of our ‘Client Service Proposition and charges' for our Financial Planning services please see our page ‘How we work' and ‘How we are paid'.