First class service for clients

Here at Retirement and Investment Solutions we are constantly trying to improve and streamline our processes to give our clients the very best advice and a first class service.

One new addition we would like to announce is the introduction of a secure client facility on our website. We hope to use this facility to replace the current process of sending out Brooks Macdonald Quarterly valuations and Contract Notes by email. We will also update the secure site with market updates and any other information that may be relevant.

Steve and Jackie are currently beavering in the background fine tuning some details and then will be in contact regarding this exciting new facility.

Hide comment form Hide comment form
  • 1000 Characters left