Service Proposition
We have developed a Tailored Solution for our clients to help support your changing financial needs and the greater visibility that clients now require with their finances. This will focus on regular client contact and detailed portfolio reviews.
We have established tiers of service to accommodate your needs. This ensures efficiency in the management of your financial requirements by offering varying levels of comprehensive review and engagement. The following table is the propositions that we offer:
Standard Service
The services we offer for our Standard Clients are set out below:
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A valuation will be produced on an annual basis to review the suitability of your portfolio.
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A portfolio summary which will highlight the current asset allocation and provide full details of the performance of individual funds within your portfolio.
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During an annual telephone conversation we will have the opportunity to discuss your circumstances to ensure your current portfolio and asset allocation remains suitable and implement any changes that have been agreed.
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We will also consider any taxation planning with regard to maximising the use of allowances where appropriate.
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You will have access to the Adviser and Adviser Support Team to deal with any ad hoc enquiries.
Enhanced Service
The services we offer for our Enhanced Clients are set out below:
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All of the services offered under our Standard Service.
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We will provide half yearly valuations.
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Discuss the portfolio to revisit your financial circumstances and objectives and to implement and changes to the investment.
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Review asset allocation, attitude to risk and rebalance the portfolio where appropriate and as agreed with you.
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We will also consider any taxation planning with regard to maximising the use of allowances where appropriate.
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We will also aim to liaise with you other professional advisers (i.e. solicitor and accountant).
Tailored Service
The services we offer for our Tailored Clients are set out below:
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All of the services offered under our Enhanced Service.
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This service is bespoke to dovetail with your requirements.
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We will arrange half yearly meeting to review the portfolio.
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Produce end of year tax statements. Where relevant, we will produce and Income and Capital Gains Tax Statement for your investments.
Platinum Service
The services we offer for our Platinum Clients are set out below:
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All of the services offered under our Tailored Service.
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This service is bespoke to dovetail with your requirements.
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We will provide half yearly or quarterly valuations upon request.
Additional Services
We are also happy to accept instructions to provide services on an ad-hoc basis either as a one off or as part of a full financial planning review. This will be costed on an hourly or fixed fee basis.
We encourage all our clients to contact us and work with us to create solid relationships and through these stronger relationships enable us to have a greater understanding of our client's requirements.
