Portfolio Management Service

 

All clients are provided with a written service agreement (the Client Agreement) which provides;

 

Annual Portfolio Reviews, conducted face to face.  This is where we jointly discuss your portfolio of savings and investments, and ensure that it still meets your needs.  As your life changes, and as there are constant changes to the rules on ISAs, pensions and so on, reviewing is an essential part of financial planning, to ensure existing decisions are still the most suitable. 

 

Regular Valuations.  You receive a consolidated valuation letter every three months, detailing how your investments are doing.

 

Ongoing service.  As well as the above, ad hoc service is provided by phone and email to answer any other queries throughout the year.

 

Monthly newsletters.  You receive a monthly email covering economic and market developments.  The News section of this website is also updated regularly.

 

Online access to pension and investment accounts can be set up for new accounts, although some legacy products may not provide this facility.

 

Ad Hoc Service

 

For one off requirements, such as Annuity Purchase, a separate or additional meeting is arranged.  This is available to new and existing clients

 

 

See the charges tab for further details.