Option (2)

HALF-YEARLY REVIEW MEETINGS WITH YOUR ADVISER

This review process is geared towards clients who are looking for more of a regular ongoing service and tend to hold funds under management of at least £200,000. 

Six monthly face-to-face meetings are available with a Statehouse Adviser - these are normally charged at a minimum of £300 per review meeting but we may in certain circumstances offer a telephone, skype or meeting at the office at a reduced cost.

This option is provided through either Statehouse Financial Management Limited or Statehouse Private Wealth Limited, depending on your precise requirements.