Watching friends, colleagues and clients struggle to get to grips with their finances was the inspir...
Watching friends, colleagues and clients struggle to get to grips with their finances was the inspiration behind husband and wife team Mark and Tracy Estcourt launching their Platinum Service in March 1996. Joint principals of London-based adviser firm Cavendish Young, the couple designed the service as a bespoke financial planning scheme targeting high net worth individuals. The Platinum Service is paid for by way of a monthly retainer calculated on a time basis of £50 per hour for either 2.5 or five hours per month, with clients paying a regular standing order. 'The Service is very ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes