Premier Client Service
The Premier service is designed for clients who wish to ensure that their financial affairs remain efficient. Clients who use the service normally have a portfolio of assets between £100,000 and £300,000 requiring management.
As with a Comprehensive client service we aim to develop a strong relationship with our Premier clients to enable them to grow their portfolios to a higher value and then offer the Elite service to them. The core services included within this proposition consist of;
Annual review meeting
- A complete financial strategy review.
- Financial Health checks.
- An investment update and analysis.
- A strategic review of current strategy.
Adviser access
- Unlimited telephone and emailed access to your Adviser and Account Manager.
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.
IHT and Estate Planning
- Reviewing, monitoring and the assessment of IHT and ongoing Estate planning.
Pension planning
- Pensions advice, review and consolidation.
