Client Service Team

Client Service Team

Client Service Team

Our Client Service Team is responsible for the smooth transactions and running of financial planning reviews for existing and new clients and for building positive and productive relationships.

Our teams researches into the different and varied products on the market to provide the essential background for making recommendations to client’s portfolios. Essential groundwork includes planning reviews, fund reviews, valuation reports and pension reviews for clients who are seeking to make changes to their investments or beneficiaries.

Forecasts, feasibility studies, technical reports that match our clients’ requirements are all part of the daily routines.

Here we deal with the day-to-day handling of clients’ financial affairs, including performance reports and keeping up to date with any changes or fluctuations within the financial markets.

 

Back
 

Latest news

VCTs and EISs New Era

A new era for VCTs and EISs A major overhaul of venture capital trusts (VCTs) and…

Read more

Pros and Cons of Joint Finances

The pros and cons of joint finances What are the pros and cons of joint finances? Many…

Read more

State Pension Age

 State pension age continues to rise Do you know when you’ll reach your state pension age?…

Read more

Relevant Life Policies

The savings from Relevant Life Policies. A little-known type of life assurance plan could provide you…

Read more