Ongoing service
We believe that:- an ongoing partnership offers you, the client, the very best opportunity of achieving your financial goals and objectives.
- only a long term and ongoing relationship can offer the peace of mind of knowing that your financial arrangements are in experienced hands and are being managed on a proactive basis.
- such a relationship offers support for your family.
- complex financial arrangements such as pensions and investments should be kept under regular review and be reactive to changing personal circumstances, investment conditions and legislation.
- An annual meeting and review.
- A dedicated adviser who will retain all responsibility for any and all of the services that the firm may provide.
- Leadership, knowledge and ideas – your dedicated adviser
- will keep your arrangements under review and ensure that your financial affairs are managed to offer the best opportunity of achieving your goals.
- Access and introductions to specialist services such as
- will writing, probate, trust and estate planning on competitive terms.*
- Secure document storage facilities.
- All telephone calls will be returned within three hours during normal office hours.
- All correspondence will be acknowledged within 48 hours
- of receipt.
- All e-mails replied to within 24 hours.
- Priority treatment.
*The Financial Services Authority does not regulate Will writing, probate, trust or estate planning
