Annual Planning Meeting With Your Adviser Including
- Re-evaluation of your goals, objectives and drivers
- Full update on your life over the previous 12 months
- Complete review of your Financial Forecast
- Adjustments to your portfolio to ensure integrity & alignment with your long-term goals
- Rebalancing of portfolio back to agreed investment strategy
Unlimited Telephone & Email Access To Your Adviser
The Professionals Service
- Providing strategic & financial updates to your account & any other professional advisers
- Supplying end of year taxation informations (as required)
- Recommending suitable professionals as needs arise
- Communicating clearly & openly with all of your professional advisers, to ensure consistency, clarity & focus on your desired outcomes
The Portfolio Construction Service
- Construction of portfolios based on scientific, academically proven methodology
- Risk profiles reviewed at key life events (e.g. retirement, inheritance etc.)
- Access to institutional funds normally not available to individual investors
The Portfolio Management Service
- Online access to portfolio valuations
- Portfolio monitoring
- Annual re-balancing of portfolio to agreed financial plan investment strategy
- Written portfolio valuations on request
The “Remove The Hassle and Stress” Service
- Taking the complexity & hassle out of administering your financial affairs
- Helping to purge you of the endless paperwork each year
- A voice of reason to help you keep your head when all around you are losing theirs
- Empowering you to see through the relentless “financial pornography”
The Taxation and Planning Service
- In conjunction with your accountant & other taxation advisers
