Not all clients want to engage us on an ongoing basis (though most do). At the conclusion of the initial service phase, we will discuss with you the way forward, including the level of service you require, and the benefits of having an ongoing relationship with us. The cost of that service, and what you can expect to receive are presented to you in an easy to understand format so that there can be no confusion as to what you are paying and what you are getting.
Types of services provided in the ongoing Service phase could include
- Regular review of your investment portfolio
- Tracking of your progress towards achieving your dreams
- Review of your insurances including coverage, providers and premiums
- One-off ad-hoc advice at no additional cost
Access to our advice team on an ongoing basis
Unlike many advisers we don not charge a fee based on investments for our ongoing services. The fee is a fixed fee, agreed with you in advance, and renewed each year. We pride ourselves on the level of transparency and clarity we bring to our fee setting process
