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Contact Details

ifa@balens.co.uk

Your Client experience

A client's experience is paramount to our values at Balens Financial Ltd. We pride ourselves on making sure our clients are kept informed at all stages of the process. We try to avoid using jargon and where we must, we explain what this means in plain english. We want to educate our clients so they can wrk with us to make the best possible financial decisions.

All of our clients will experience the same journey;

  1.  Gather Information about your goals, aspirations & current financial situation
  2. Research the policies you have and search the market for solutions to meet your needs
  3. Advise you on the steps required to meet your goals, and recommend the best soltuion to take.
  4. Implement the solution &Review the situation to ensure it continues to meet your needs.

 

Ongoing Service

We offer clients a choice of ongoing service options should they wish to receive an ongoing service from us.

Service Commitment

Partner

Service

Member

Transactional Service

Ongoing Cost (per annum)

Min £1,500

Up To £1,500

None

(Cost Per Item)

Annual update of financial profile

£750

Annual completion of Personal risk profile

£50

Quarterly Review Meeting

 

 

£250

Half Yearly Review Meeting

 

£250

Telephone Access to your Adviser

 

Email access to your Adviser

Online Access to Portfolio Valuations

£250

Half Yearly Rebalance of Portfolio

 

£250

Annual Rebalance of Portfolio

£250

Review of all correspondence & statements received from your providers

£75 per hour

Inheritance Tax & Estate Planning Service

 

£1,500

Retirement Planning Service

 

£1,500

Discount on Future Fees

 

 

Second Opinion Service

£500