How we work with clients

How we work with clients 2017-01-06T07:50:58+00:00
Financial Advice

No two financial plans are the same. That’s why the service we give you, and the ongoing advice we provide is tailored to meet your goals and circumstances.

You may need simple advice on one specific product, or you may have a large portfolio and value regular updates and reviews. Whatever you need from a financial adviser, we’ll look to work with you in a way that gives you peace of mind without providing advice you don’t need. The following is a simple illustration of the main ways we can work with you.

Partner Service

Our Partner Service is suited to substantial portfolios and includes two reviews a year with your advisers, and allows you to have additional contact with your adviser and administrator at other times during the year.

We aim to return all calls and emails within 24 hours and  all charges are based on the size of your portfolio.

More Info

Proactive Service

For clients with larger portfolios – such as those with pension funds over £100,000 – our Proactive service provides a suitable level of ongoing advice and support.

This service includes an annual review with your adviser to reaffirm your goals and your attitude to risk, and comes with an appropriate fee based on the size of your portfolio.

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Portfolio Performance Review

This offers a review and valuation every two years. You will then be invited to contact us for a full review if your circumstances have altered.

This advice is based on the value of your portfolio.

Contact Us for more information.

Other important information

Our Adviser Charges

This document explains in simple terms, how our charges are calculated for each of the service levels above.

Our Charges

Client Agreement

Our Client Agreement explains our regulatory status and duties as well as your rights and what you can expect from us.

Agreement

Our Services

This document gives you a printable summary of the main financial products and services we offer.

Services