Ongoing Services

You are on a journey to build a strong and secure financial future. Indigo’s ongoing services are designed to cater for all budgets and meet you at whatever stage you’re at in the building process

Indigo Wealth –

This is a bespoke service most suited to those clients with larger investment and/or pension portfolios with more complex planning needs, which would typically be in excess of £500,000. An annual face to face meeting is often considered essential.

Indigo Foundation-

This is Indigo’s core service proposition best suited to those clients who have growing investments and pensions and are looking to build and protect their financial position. It is more suited to those with investment portfolios and/or pension funds of between £100,000 and £500,000, wanting face to face meetings at least annually.

Indigo Gateway –

Gateway is for clients who prefer a lite touch, low cost service, and choose not to have a face to face ongoing review relationship with Indigo. Suited to those who are not yet ready for (or no longer need) holistic financial planning BUT wish to keep the path open to our full services at some point in the future. We would be appointed as our client’s preferred Independent Financial Adviser.