Option (3)

This is our premium review process and designed primarily for those clients selecting our independent investment advice option. These clients tend to be very pro-active in relation to their financial affairs, hold funds under management of at least £200,000 and looking for a very much hands-on approach to the ongoing review of their needs.

Face-to-face meetings are available with a Statehouse Adviser and on a quarterly basis - 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 only through Statehouse Private Wealth Limited.