Services Available

It’s vital that you receive the financial advice that’s right for your particular circumstances. Whilst all our clients have different needs’ we have found it helpful to establish three broad levels of service. These are not intended as rigid ‘categories’. Rather they are basic ‘templates’ which we can then finesse to give you the right level of service that suits you perfectly.

Essential Service		Initial in depth meeting to review your financial situation and decide on areas for recommendation.
		Initial Recommendations.
		Occasional meetings to discuss developments in your circumstances requiring new or amended advice.
		Our remuneration usually by commission rather than hourly fee.

This service is perfect if you have a small number of financial considerations, or only choose to use us to advise on a few elements of your portfolio.

Extended Service	Initial in depth meeting to review your financial situation and decide on areas for recommendation.
	Initial recommendations.
	Regular meetings regarding progress of you financial situation.
	Occasional meetings to discuss developments in your circumstances where new advice or amendments are required.
	Portfolio updates annually or on request.
	Our remuneration either by commission or hourly fee.

This service is perfect for clients who have a large number of financial considerations or who choose to have most of their financial business with us.

Comprehensive Service	Initial in depth meeting to review your financial situation and decide on areas for recommendation.
	Initial recommendations.
	Frequent personal client meetings, on request.
	Portfolio updates six monthly or on request.
	Courtesy calls to coincide with notable dates in your financial calendar, including year end, ISA season etc.

Clients looking for the Comprehensive Service usually have an extensive portfolio or place all their financial business with us.