Telephone Access to Adviser: When you require support or guidance please contact us. Where we are not available at the time of your call, we will contact you within the next 24 hours, subject to normal working hours.
Email Updates: Regular updates on industry relevant and regulatory issues will be provided in order to keep you up-to-date.
Portfolio Valuation: This provides a consolidated snap shot of your current position.
Newsletter: On a half yearly basis, we issue a newsletter highlighting current events in the field of financial services, which we deem to be of relevance to our clients. To reduce the amount of paper being issued, this may be distributed by email so please ensure we have your latest email address.
Portfolio management service: Your valuation will be divided, based upon the underlying assets, and the allocation will be assessed against your recorded objectives and attitude to risk. Suggestions on any action to be taken, for example to rebalance the portfolio, will be made.
Review Meeting: A meeting will be held to review your current situation and a report will be issued summarising any recommendations.
ISA Utilisation: Utilising your ISA allowances from existing holdings by transferring assets from taxed holdings to tax-privileged holdings to make use of your annual allowance as it arises (where suitable and appropriate).
Estate Planning: Regular review of your financial situation to assess potential inheritance tax liability and make appropriate recommendations. Please note, that the Financial Conduct Authority (FCA) does not regulate Estate Planning Advice.
Online Access: We will provide you with secure internet access to view your personal portfolio information.