advice service

Your financial and personal objectives will change over time due to changes in your lifestyle or circumstances. We believe it is essential to ensure that the investment portfolio we recommend continues to meet your lifestyle and investment objectives. 

Our on-going review service offers:

  • Structured reviews
  • Assessment of your current circumstances and any changes to your plans that are needed
  • Regular updates and information regarding your investments
  • A choice of differing levels of support depending on your needs
  • On-going support with correspondence and administration issues

We recognise that all clients do not have the same service requirements therefore even though we do provide a guideline by way of our different propositions, you are free to choose the level of service that best suits your needs.  Our charges are guaranteed not to increase within the first 12 months of your contract with us.  You are not obliged to choose a service package.