This specific service is for clients who need expert advice for relatively straight forward financial affairs. In our experience it is expected that this service is more suitable for clients who have investable assets below £100,000 to manage. Included within this personalised service is:
An annual review meeting with your adviser:
A financial strategy review and update
Telephone and email access to your adviser through the year
Professionals service:
- Supplying end of year taxation information as required
Portfolio construction:
- Using a scientific risk profiling methodology
- Design of a suitable asset allocation
- Portfolio design and construction
Portfolio management:
- Portfolio monitoring
- Annual re-weighting of asset allocation to benchmark
- Written portfolio valuations issued annually
Removing hassle:
- Consolidation and organisation of your financial paperwork
Pension planning:
- Pension quantification, advice, review and consolidation
