Transactional Service

This service is designed for clients who do not wish to have their financial affairs actively managed. They do not need an ongoing service preferring to pay for our advice upon request.

This level of service is often selected for valid reasons. For example, our client may simply require advice on one aspect of their financial planning.

Whilst we are happy to provide a transactional service you should be aware of the following implications;

We will not pro actively contact you no matter what economic conditions might prevail.
You will be responsible for contacting us and you will determine what events will necessitate a review of your finances.
It can be more expensive to work on this basis.
As we are not meeting with clients a regular basis, measuring whether investments are going to meet their expectations may be at risk.
We will not produce annual reports unless they are part of invoiced work.

In our experience, this service is suitable for clients wanting advice on a transaction by transaction basis with no ongoing review meetings.

One Beasleys Yard, 126 High Street, Uxbridge Middlesex UB8 1JU. Telephone: 01895 253559 | Fax: 01895 238357 | Email: office@altero.co.uk

Altero Financial Services Limited is Authorised and Regulated by the Financial Services Authority.
Altero Financial Services Limited is entered on the FSA register (www.fsa.gov.uk/register/) under reference 490060.
The FSA do not regulate National savings products, loans, Will writing and some forms of mortgage, offshore funds and inheritance tax planning.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.