Complimentary Services

We offer a portfolio of complimentary services designed to give you a clearer picture of your current financial arrangements. These are provided at no cost and with no obligation. The purpose of this free initial service is to help you understand how suitable your existing investments, pensions or protection policies may be. It is not a full advice service.

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Our Services

These services are provided at Myriad Wealth’s expense, and you have no obligations once the service is completed. This initial complimentary service helps you evaluate your current financial arrangements. It is not financial advice. Should you wish to receive further advice following this review, we will be pleased to assist.

Investment Review

We can provide a complimentary overview of your existing investments (e.g. ISAs, Unit Trusts, OEICs, Investment Bonds, With-Profit Bonds, Structured Products). This overview helps you understand key features of your current holdings. It may cover:

  • The underlying investments within your investment wrapper
  • The fees and charges associated with your investments
  • The risk profile of your investments and their alignment with your current objectives
  • Historical performance data of your existing investments

Personal Pension Review

We can provide a complimentary overview of your existing personal pensions. This may include:

  • The underlying investments held within your pensions
  • The fees and charges associated with your pensions
  • The risk profile of your pensions and its suitability for your current goals
  • Historical performance data of your existing pensions

Retirement Planning Health Check

We can provide a complimentary overview of your current retirement position. This overview is intended to help you understand how your pension savings and plans compare to your retirement objectives. It may include:

  • A summary of your existing pension savings
  • The level of investment risk currently taken
  • The retirement options you have considered
  • How your pensions are structured to support your retirement goals
  • Your position in relation to pension allowances (contribution and lifetime)

Personal and Corporate Protection Review

Whether relating to personal or business protection policies, we will highlight:

  • The key features of your protection arrangements
  • The fees and charges involved
  • The value, sum assured, and benefits of your protection policies

After this initial complimentary review, if you choose to proceed with regulated financial advice, we will carry out the full advice process. This includes completing a fact-find, undertaking research, and providing a written suitability report. Any charges will be explained and agreed with you before any work begins. If you decide not to proceed, you will still receive your summary at no cost.