Our Service Proposition
Initial consultation
- Initial meeting with one of our qualified financial planners
- A chance to ask questions and understand our service
- Opportunity for us to find out what help you require
- Discuss the options available to you from our menu of services
- Information about our charges
Fees for this part of our service – at our expense
Preparation of Financial Analysis and Plan
- Gathering of information about your existing financial arrangements
- Full risk profile completed
- Cashflow Analysis completed if required
- Analysis of your current holdings to see if they match your risk profile
- Recommendation of an asset allocation that matches your risk profile
- Preparation of detailed report outlining our recommendations
- Second meeting to explain and discuss your report in detail
Fees for this part of our service- please see our Terms of Engagement
Implementation
- Handling of all fund and policy administration on your behalf
- Regular updates to keep you informed of progress
- Ensure all your documents are issued in line with your expectations
- Confirmation of all actions taken on your behalf in writing
Fees for this part of our service – please see our Terms of Engagement
Reviews
- Structured reviews to give you peace of mind
- Assessment of your current circumstances and any changes to your plans that are needed
- Regular updates and information regarding your holdings
- A choice of differing levels of support depending on your needs
- Ongoing support with correspondence and administration issues
Fees for this part of our service – please see our Terms of Engagement