Ethical

Services and Charges

My charges and service levels are agreed at the outset, they are transparent, known and consistent. The basis has been the same for many years, an initial fee agreed at the outset and then 1% ongoing. These are reduced for larger amounts or when a client would require a more limited service for a smaller investment amount.

The service is largely as you require it to be. I will feedback to you annually, Bi-annually or quarterly how things are performing and whether changes should be made or rebalancing of holdings should take place. Remember that you also have access to view your investments and I am available to discuss this at any time you wish.

If you require further information, please fill out the form below. I will try to contact you within 24 hours. Please note that all fields are required.

Full details of my services and charges will be discussed at the initial meeting.

You voluntarily choose to provide personal details to me via this website. Personal information will be treated as confidential by me and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products on writing by email or telephone.

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Bottom Line
Telephone Ray Boucher . 0161 796 0333 Mobile 07976 309856 .... Ray@platinumsri.co.uk