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Client Requirements

In order to ensure that we serve our clients to the best of our abilities and in most cases exceed their expectations, we need to limit the number of new clients that retain us each year. The following is a schedule of the typical minimum requirements to begin a relationship with Clover Wealth Management. You would only need to satisfy one of the following:*

  • An investment portfolio of at least £180,000 within 12 months
  • Satisfy a minimum fee of £1,800 per year for financial planning and investment management
  • Portfolio of £100,000 and minimum annual savings of £10,000 per year (£1,800 per year minimum fee applies)
  • Minimum income of £75,000 p.a. (£1,800 per year minimum fee applies)

NOTE: Our engagement may be terminated by you at any time. We do not charge a termination fee.

*There may be other circumstances which do not fit the above criteria that are suitable, if in doubt please do give us a call.

Contacts

We work alongside other professionals and can typically find a specialist that you may need if it is not within our field of expertise.