Some People Know Exactly What They Want

We appreciate that some people know exactly what they want and do not require any advice from us. In such cases we are usually happy to transact the business on an 'Execution-only' basis.

This is where a transaction is executed by us upon your specific instructions, and where we do not give advice about the merits or otherwise of the transaction.

Our use of online platforms has now opened up a greater possibility for those wishing to choose their own investments. Rather than worring about whether you should have a product from a particular provider, all you need do is tell us which type of product you require, ie general investment account using unit trusts, OEICs, investment trusts or direct shareholdings; an investment ISA account; an onshore or offshore life assurance bond, or a self invested pension fund); and which fund or funds you require and in what proportions. One major advantage of using an investment platform is that if you decide to switch your investments in the future there is no charge for doing so apart from possibly an administrative charge made by us for high levels of switching.

If you would like to have a no-obligation discussion about our execution-only service please contact us on enquiries@arch-fp.co.uk or telephone 01483 204600 (if local) or 0845 3700 660 (local call charge only) and ask for Sarah Bond.

Nucleus Wrap

Nucleus has over 2,600 funds from 70 fund management groups but if your fund choice is not included it can usually be added.

The charges on the Nucleus Wrap are totally transparent. Apart from our fees (which are reduced for execution only business) you would pay 0.35% pa for the Nucleus Wrap charge and a reduced annual management charge to the fund manager (typically around 50% of their standard AMC). There is usually no initial fee apart from our reduced fee.

Arch Financial Planning Wins Top Award

At theNew Model Adviser Awards 14/15 January 2010 Arch Financial Planning Limited was named as New Model Adviser 2010 for the South East Region. Furthermore, at the Professional Adviser Awards on 21 January 2010 Arch Financial Planning Limited was Highly Commended in the Professional Adviser Baillie Gifford Financial Education Award. This is the third year that we have been shortlisted. For further information please refer to the Arch Blog.

Investment Proposition

If your investments seem to be rather unstructured and going nowhere you should have a look at our investment proposition for our clients and then get in touch to see how this could benefit you.

Get More From Your Pension

Did you know that by using the open market option when the time comes to purchase an annuity with your pension fund that you could obtain a higher pension for life? If you have had any health problems or you smoke or live in the right area the increase could be as much as 20%! Do ask us about this. You have nothing to lose.