Independent and impartial advice
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Who We Are 
   
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  Wills

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Call Us on

01443 222255
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  Our Service Promise >
Our Service Levels
 
   
 

Customers who desire an ad-hoc service, rather than on-going annual reviews, can take up our basic service package.

We welcome customers contacting us by phone or
email regarding the service we’re providing, and we’ll still keep you posted on any developments to
business affairs placed with us, but this is fundamentally a reactive service.

Of course, if your circumstances change, or you
require more advice on other matters, the service
level can be easily adjusted to suit.

Bespoke Management
(Portfolio value £500,000 or above)

Ideally suited to those clients who have accumulated wealth and require continued advice and support to manage their affairs.

  • Unlimited face to face meetings
  • At least one Update Review
  • Unlimited telephone contact
  • Liaison with Other Professionals


Financial Solution Service

(Portfolio value up to £49,999)

Ideally suited to those who require professional assistance in the choice and arrangement of a particular financial product, rather than ongoing financial advice and support.

  • No face to face meeting
  • No formal review service
  • Unlimited telephone contact
  • Financial Checklist once a year
  • Newsletter and regular updates
  • File Maintenance

Wealth Management
(Portfolio value £150,000 - £500,000)

Ideally suited to those clients who are accumulating wealth and whose affairs could over time become more complex.

  • Up to two face to face meetings
  • At least one Update Review
  • Unlimited telephone contact
  • Liaison with Other Professionals
  • File maintenance

Universal Service Content for all Service Levels

  • Independent Financial Advice
  • Full data and File Maintenance
  • Record keeping and reporting
  • Correspondence Management
  • Investment Reports and valuations ( upon request for Investment Management & Financial Solution Service)


Investment Management
(Portfolio value £50,000 - £149,999)
Ideally suited to those clients who require a financial plan to increase their wealth but require structured and regular communication.

  1. One face to face meeting
  2. One Update Review
  3. Unlimited telephone contact
  4. Liaison with Other Professionals
  5. File maintenance
  6. Newsletter and regular updates


 
     
 



Our Update Review will include (but not be limited to) covering things such as


Personal Review / Family Review
   

Strategy for the year ahead
   

Investment Portfolio review
   

Legislation & Taxation
   

Optimising Tax efficiency
   

Retirement planning
   

Estate Planning
   

Protection needs
 
     
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