Within the Full Advice Service, we offer two different investment strategies, depending on the level of input you would like and the complexity of your investment and financial planning needs:

Managed Portfolio Service Bespoke Advisory Service
Our Managed Portfolio Service incorporates a range of cost-effective, risk-rated portfolios made up of funds managed by external fund managers. The portfolios are diversified across asset class and geography and are rebalanced on a quarterly basis. Our Bespoke Advisory Service is designed for clients with more complex financial planning or investment needs. It also suits clients who would like a more active and engaged role in their investment strategy, although this is not necessary. The service is particularly suited to those requiring advice on tax planning, trusts, and intergenerational estate planning.

  

Our initial fees are based on the type of work undertaken and can be up to 3% of the initial amount invested, subject to a £5,000 cap per advice event. This would not apply to complex financial planning, where a bespoke quotation will be provided.

Our maximum ongoing fee is 1% per annum, but this can be lower depending on the value of assets managed by us.

Detailed information on costs and charges is available in our Client Agreement. If you would like additional information or to get in touch, please complete the form or email us at enquiries@thomsontyndall.com

Full Financial Advisory Service

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Financial Planning

Whatever their circumstances, clients come to Thomson Tyndall for the reassurance that comes from having a well thought-out financial plan expertly managed on their behalf.

 Investments

We believe that financial planning and investment management go hand-in-hand and work best when delivered by a team with expertise in both.

 Corporate Clients

We work with your business to deliver financial planning courses for employees at all stages of their career.