New Deal for HSBC Stockbroker Portfolio Clients - A Silver Lining

Dr Robin Keyte (Chartered Financial Planner) is delighted to offer stunningly good terms to ex-HSBC clients for a market leading bespoke portfolio service. 

 

The 22 July edition of New Model Adviser reports that HSBC Private Banking are letting go all clients with a portfolio run on an ADVISORY basis that is less than £1 million in value.

 

As if that isn't bad enough, they are also letting go all clients with a portfolio run on a DISCRETIONARY basis that is less than £300,000 in value.

 

HSBC has suggested these clients should contact one of 5 wealth management groups, namely Williams de Broe, Rensburg Sheppards, Rathbone Investment Management, Killik & Co. and Brewin Dolphin.

 

Ex-HSBC clients are welcome to contact Robin Keyte first to take advantage of the following terms negotiated with one of the above groups. These terms are available to advisory and discretionary clients alike.

 

Annual management fee, ONLY

- 0.50% + VAT   

 

Charges on each individual transaction:

- 1.25% on first £12,500

- 0.70% on next £12,500  

- 0.50% on balance

 

The service also offers free ethical screening on request.

 

Ring 01823 324432 and ask for Robin Keyte or e-mail robin@towersoftaunton.co.uk

 

 

Dr R W Keyte  -  Director, Chartered Financial Planner & CERTIFIED FINANCIAL PLANNER CM      
Towers of Taunton (Financial Services) Ltd
The Post House
Church Square
Taunton
Somerset TA1 1SA

Authorised and regulated by the Financial Services Authority