Business Support Administration

Business Support Administration

Business Support Administration

Imperative to the smooth running of the Altero office, this department includes the accurate maintaining of incoming and outgoing correspondence and all daily communications with our clients.

 

Here we process and update spreadsheets, the diary system and generate client schedules. We also liaise with external agents and providers, collate client case administration and prepare valuation reports for assessment by our Financial Planners

Back
 

Latest news

New Focus on Inheritance Tax

New focus on Inheritance Tax The government has requested a review of inheritance tax (IHT), focusing…

Read more

Stock Market Turbulence

 Stock Market turbulence in 2018 Global markets were hitting new all-time highs repeatedly in 2017 before…

Read more

New tax year begins

New Tax Year Begins  When the current tax year comes to an end so will some…

Read more

Update Your Life Insurance ?

Time to update your life insurance? Most homeowners buy some life insurance when they purchase their first home….

Read more