Your Bespoke Service Proposition

• Professional Ongoing Independent Financial Planning

Many of our clients require a more personalised, tailor made service as their assets and investments grow. As wealth increases, you’ll probably find you have less and less time available to look after your plans. This is where our wealth management service comes in to its own.

Our "Ongoing Independent Financial Planning" service offers the following invaluable benefits -

• Exclusive access to your own portfolio via an online wealth management portal. This offers 24 hours a day access and up to date valuations of registered assets in one easy and secure place
• An inclusive face to face review service at six monthly or annual intervals
• Ongoing tax planning and trust advice
• Portfolio rebalances at regular intervals to ensure that your portfolio always stays consistent with your chosen level of risk
• Choices of different investment styles including choice of discretionary, managed or passive investment funds
• Help to complete trust and personal tax returns
• Regular newsletter updates via email or post keeping you up to date with changes in the world of financial services
• Full colour portfolio performace reports produced at review
• Telpehone access to your own personal adviser throughout the year 

 Our aim is to provide an exclusive, adaptable and individual service designed to meet the needs of clients who need a bespoke ongoing service.