Dealing with Advice - Redmayne Bentley

A Personal and Proactive Service

Direct access to a qualified adviser to discuss investment opportunities.

This service can cover any tax-efficient vehicles that you already have with Redmayne Bentley.

Flat annual charge of £400 + VAT regardless of the value of your account.

Dealing with Advice Service

Advice can be provided on a full range of financial instruments including most listed shares, gilts, corporate bonds and collective investments and funds such as unit trusts, OEICs, investment trusts and Exchange Traded Funds and commodities.

We may also offer more specialised investments if they are suitable for you.

A Proactive Approach

The advice provided will relate to the adviser’s view of the suitability and prospects of the investment at the time the advice is given. It will be based on a comprehensive assessment of your personal financial situation conducted by your adviser at the outset and periodically thereafter. As part of this assessment your adviser will consider your investment objectives along with your attitude to, and capacity for taking, risk. Our Dealing with Advice Service is only available for Moderate, Progressive and Adventurous risk mandates.

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How much does it cost?

A service charge of £400 plus VAT per annum is payable in advance in quarterly instalments. This charge is subject to annual review.

Commission on transactions will be charged in accordance with our Stockbroking Services Schedule of Charges.

Additional administration fees will also apply to our custody services and any tax-efficient vehicles which fall under this service agreement, for example our ISA and SIPP schemes.

How can I find out more?

If you would like further information on our Dealing with Advice Service, you can call your local Redmayne Bentley office who will be able to provide you with further details.
Alternatively, you can explore our other services, including our range of investment management services, to see if they are more suitable for your needs.

Explore our range of Investment Management Services

Why not explore our full range of advisory and discretionary managed services: