Ongoing Services
If you decide to become a client then you will be entitled to our Ongoing Service.
We aim to build long lasting and trusted business relationships with all our clients but appreciate that they all have differing requirements for an ongoing service.
Where we agree an ongoing service with you it will follow one of the formats below.
Investment Management Service
This Service is our minimum ongoing service and provides you with an annual investment review that will cover a review of your asset allocation and underlying investments.
Primary Financial Planning Service
This is our minimum Financial Planning service which includes a face to face or remote meeting with your adviser once a year to review and update your financial plan and an annual investment review of your portfolio.
Active Financial Planning Service
If you want your portfolio reviewed more regularly this service includes a six monthly investment review of your portfolio and an annual meeting with your adviser to review and update your financial plan.
Premier Financial Planning Service
If you want more regular contact with your adviser, this service includes a six monthly meeting with your adviser to review and update your financial plan and a six monthly investment review to review your investment portfolio.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED
A PENSION IS A LONG TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND ON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE TAX ADVICE, TRUSTS OR WILLS.