Summary of our Services

 

Initial consultation

  • Initial meeting with a qualified financial planner
  • 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
  • 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