Client Proposition

Our proposition adds value to our relationship with our clients
Adviser Contact Wealth Management Wealth Advice Standard
Adviser Discovery Meeting Annually Two-yearly Ad-hoc
Alignment of risk profile Annually Two-yearly Two yearly –
Telephone based
Portfolio update and valuation Annually Two-yearly Two yearly –
Telephone based
Annual Mortgage Rate Review tick tick tick
Second opinion service tick tick x
Out of business hours contact tick x x
Head Office Contact
Review call 6 monthly Annually x
Client service manager tick x x
Client service administrator x tick tick
Welcome call tick tick tick
Information Services
Quarterly Newsletter tick tick tick
Retirement analysis Annually Two-yearly Two-yearly via telephone
Budget summary tick tick x
Personalised portfolio report tick x x
Additional Services
Change of circumstances notification tick tick tick
Claims Management Support tick tick x
Invitation to Wealth Management Events tick x x
Visit to Fund Manager Head Office tick x x
Qualification status
1% on-going fee & £25 per month retainer 1% on-going fee 0.99% > on-going fee

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The value of pension and investments can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.


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