Service Levels

As all of our clients have different needs we have found it helpful to establish three basic levels of service. These are not intended as rigid ‘categories’; rather they are broad ‘templates’ which can then be refined to meet your specific requirements.

Essential Service		Initial in depth meeting to discuss your financial situation and agree on areas for review.
		Initial Recommendations.
		Occasional meetings to discuss developments in your circumstances requiring new or amended advice – usually annually.
		Remuneration either by commission, fee basis or a combination of both.

This service is designed for clients who have a small number of financial considerations, or only wish us to advise on a few, specific elements of your financial planning.

Extended Service	Initial in depth meeting to discuss your financial situation and agree on areas for review.
	Initial recommendations.
	Regular meetings to discuss developments in your circumstances requiring new or amended advice.
	Portfolio updates provided half yearly or on request.
	Remuneration either by commission, a fee basis or a combination of both.

This service is designed 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 discuss your financial situation and agree on areas for review.
	Initial recommendations.
	Frequent personal client meetings, on request.
	Portfolio updates provided quarterly, or on request.
	Courtesy calls to coincide with notable dates in your financial calendar, including year end, ISA season etc.
	On-going remuneration is by way of an agreed monthly payment – minimum £250.

This service is designed for clients who have an extensive portfolio or place all their financial business with us.