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Key Plus

Our 'Key Plus' service is for individuals who wish to retain control over their transactions and make their own investment decisions with the assistance of our research. Typically this service appeals to investors who are happy to execute their own trades through their chosen stockbroker.

Independence Wealth Management provides the following services as standard:-

  • - regular reports on Best Buy securities
  • - recommended asset allocation and commentary through the 'Investor's Diary' blog, written by columnist Rob Noble-Warren
  • - access to our shortlist of broker and private bank accounts on specially negotiated terms
  • - free access to our 'Key Risks' report on planning assumptions for portfolios
  • - UK Tax Reurn completed with all investment schedules (self employed, employed, gains, accrued income,  fixed interest UK and interenational), Lloyds Name, pensions schedules) 

We request that each client on this service passes our 'Competent Investor' quiz every five years in order to demonstrate that they are fully competent to invest directly into securities and to dispense with the services of a planner or IFA.

Fees

£45 per month inclusive of 20% VAT. VAT is not charged to person not resident within the EU area.

We would like to point out that we avoid investing in retail packaged products, which often cost 3.0% p.a., and instead recommend direct investments, at a target 0.3% annual transactions and custody charges.

This service is a good fit for those who already have an excellent understanding of asset management and are at a proven level of competency – either having taken our Course, or having managed a portfolio. They will be asked to sign a self certified declaration that they are knowledgeable and have a sophisticated understanding.

Key

Our Key service is available to ongoing clients. They usually have a limited need and are quite independent, but may have questions throughout the year.

For example, some need help with their tax return. They will receive a computation from us, which they then undertake to check and submit.

We can only offer this service to clients where we are well informed regarding their finances.

The cost for the service is £25 per month.

Please do contact us today to discuss how we can help.