About Our Services
Proactive Service – For clients who need regular, ongoing financial advice, this level of service includes an annual review with an adviser.
Partner Service – For clients with larger portfolios who need more regular advice, this level includes two reviews a year and ongoing advice in between reviews.
Adviser Charges – This document explains how our charges are calculated for each of our different service levels.
How we calculate your financial plan – This guide explains how the financial planning process works, and what you can expect from us as a client.
Client Agreement – This is a sample of our Client Agreement, which we give to all clients before we start advising them. It explains our regulatory status and what you can expect from us.
Terms of Engagement – This document is supplementary to the Client Agreement above, and explains the basis on which we offer financial advice and charge for our services.