This is our complete financial planning service for clients with significant assets who require annual, or more regular, reviews and contact with their adviser. This would normally apply to clients with over £250,000 to invest.
Our initial consultation will establish which financial considerations are important to you. We listen to your objectives and concerns and, by doing so, establish a plan that is specific to your needs. We then research across all the appropriate markets to provide an understandable and acceptable solution to these needs.
We provide you with your report, and if you are happy with our strategy, we implement our recommendations, dealing with all the paperwork and keeping you informed of the progress each step of the way.
We will create a personal portfolio of investments tailored to your individual requirements, appropriate to the level of risk you are prepared to take. Using our expert knowledge of investments and the markets, we will review your investments’ performance, in accordance with our review schedule and, where necessary, will contact you to discuss any required changes to your portfolio.