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Generali Vision Plan – Fee Based Advice for Existing Plans

July 15, 2015
Russell Hammond

Russell Hammond

Chartered Financial Planner & Chartered Investment Adviser · FPFS FCSI

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We offer fee-based advice, on Generali Vision plans, calculated as 0.5% (min £995) of plan value for initial review and then 0.25% (min £495)of plan value for subsequent (as and when you require) reviews.

We take over the admin for your plan and arrange all fund switches as well as becoming your contact for any subsequent query related to your Generali plan.

For a fee-free, initial discussion concerning how we can help with your Generali Vision plan, please contact us using the contact form on the right.

We are authorised and Qualified in the UK with the capability to work with clients all over the world.

Generali International

Generali Vision

Generali Vision

Ready to review your own situation?

If this article has prompted any questions about your own investment structure, we are happy to have an initial conversation.

No obligation. Initial conversation is free. FCA regulated.

Russell Hammond

Russell Hammond FPFS FCSI

Chartered Financial Planner & Chartered Investment Adviser

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