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Our service charter in detail
As part of our modern, client focused approach, Nexus is offering you a choice of three levels of service to select from according to your preference, needs and budget.
These service charters illustrate our core belief that on-going advice and a long term relationship between clients and their advisers means you get the maximum benefit from your financial planning and investments. In addition, you will always have someone to turn to if you are worried an aspect of your financial affairs or your investments. In return, Nexus will keep monitoring your portfolios to make sure your plans are on track.
Our Absolute Wealth Service provides you with a quarterly review of your investment and pension portfolio including face to face meetings with our advisers if required, a quarterly newsletter and unlimited telephone and email access to both our advisers and administration staff. We will also provide you with full assistance in all your financial paper work, unlimited advice on non-investment products such as deposit accounts and cash ISA’s and coordination with other professionals such as lawyers and accountants.
The Absolute Wealth service can be paid for in a number of ways, for example, through a fee of one per cent on the assets in your portfolio, an annual fee paid in a lump sum or a monthly retainer. The minimum annual charge is £2,500. For very complex advisory work we may charge an additional set fee or an hourly rate depending on your preference.
Our Alpha service includes half yearly reviews of your investment and pension portfolio including face to face meetings with an adviser if required, a quarterly newsletter and access to our advisers and administration staff though with some limits. We will assist you with all financial paper work, give limited advice on non-investment products such as deposit accounts and cash ISA’s and coordination with other professionals such as lawyers and accountants.
This service can be paid for once again through a fee of one per cent of the assets in your portfolios, a monthly retainer or an annual fee.
Our Beta service offers an annual review of your investment and pension portfolio including a face to face meeting if required, a quarterly newsletter, access to our advisers and administration staff though once again with some limits to access. We will provide you with assistance for all financial paper work and coordination with other professionals such as lawyers and accountants.
Once again, this service can be paid for through a fee of one per cent of the assets in your portfolio, a monthly fee or an annual retainer.
The retainer will increase each year by the retail price index while the one per cent fee on your assets will not change.
For those of you who come to us with, for example, protection insurance requirements, you can opt in to the Beta service by paying a small monthly retainer or annual fee. You may simply wish to transact with us at this stage in your financial life. Insurance products will continue to pay us a commission on those transactions, which will be fully disclosed to you.
If you have any questions about these service levels or payment methods and wish to discuss which is the most appropriate for you please don’t hesitate to get in contact with us.
