Comprehensive Client Service
The Comprehensive service is designed for clients who require advice on straightforward financial affairs.
In our experience, the service proposition is suitable for clients who have a portfolio of £100,000 or less who prefer a reactive service.
The core services included within this proposition consists of;
Annual Schedule
- Preparation of updated annual schedule of investments, protection and pensions.
- Invitation to re-assess your attitude toward investment risk.
Adviser access
- Telephone and email access to your Account Manager.
Professional service
- We can recommend other suitable professionals should the need arise.
Portfolio management
- We will re-assess your attitude toward risk if requested.
- We will consider and explain the most appropriate way for your assets to be held by taking account of your requirements for access as well as taxation.
This service is the most basic of our Management propositions. However, this does not make it any less valid compared to our other service levels.
As your portfolio grows we may recommend that you upgrade to a higher service standard but only if you agree that there is a benefit in doing so.
