Elite Client Service
The Elite client service is designed for High Net worth clients or those whose affairs are complex, or a combination of both.
In our experience, it is expected that this service is suited to those clients who have a portfolio that might include ISAs, pension funds, bonds, collective investments and other savings which, in total, value at least £300,000. The core services included within this proposition consist of;
Annual review meeting
- A complete financial strategy review.
- Cash flow forecasts.
- Financial Health checks.
Quarterly review
- An investment update and analysis.
- A strategic review of current strategy.
Adviser access
- Unlimited telephone and emailed access to your Adviser and Account Manager.
- Face to face access to your adviser between reviews.
Professional service
- We will provide updates to accountants or any other professional advisers.
- We will supply end of year taxation information.
- We will recommend other suitable professionals should the need arise.
Portfolio management
- We will assess your attitude to risk and explain concepts of risk and reward.
- We will explain the importance of asset allocation.
- 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.
- We can provide portfolio valuations on demand.
IHT and Estate Planning
- Reviewing, monitoring and the assessment of IHT and ongoing Estate planning.
Pension planning
- Pensions advice, review and consolidation.
