Services we offer
Sesame MT offers a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.
| Services | Essential | Choice | Aspire | Preference |
|---|---|---|---|---|
| Ongoing meetings | ||||
| Telephone update (1 per year) | √ | |||
| Main annual review meeting | √ | √ | √ | |
| Interim review meeting (1 per year) | √ | √ | ||
| Ad hoc meeting | √ | √ | √ | √ |
| Reporting | ||||
| Valuation / strategy report (1 per year) | √ | |||
| Main review meeting report (1 per year) | √ | √ | √ | |
| Interim review meeting report | √ | √ | ||
| Ad hoc report | √ | √ | √ | √ |
| Investment approach | ||||
| Re-balancing (1 per year) | √ | |||
| Re-balancing (2 per year) | √ | |||
| Bespoke portfolio management | √ | √ | ||
| Contact | ||||
| Telephone / email direct access to IFA | √ | √ | ||
| Telephone / email assistance via the office | √ | √ | ||
| Proactive client contact | √ | √ | √ | |
| Administration | ||||
| Client file retention | √ | √ | √ | √ |
| Forward provider correspondence | √ | √ | √ | √ |
| Annual newsletter | √ | √ | ||
| Quarterly newsletter | √ | √ | ||
| Professional services | ||||
| Liaising with 3rd parties | √ | √ | ||
| Production of end of year tax statement | √ | √ | ||
| Bespoke services | ||||
| Provision of additional bespoke services | √ | |||
| ANNUAL COST – CORE PACKAGE | £ | £ | £ | £ |
Financial Advice... pure and simple
Sesame MT provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right times and at the right cost. It's simple!