Personal Client Service This service is designed for clients wishing to ensure that their financial affairs remain efficient. Clients using this service would normally have a portfolio with assets from £25,000 to £100,000 to manage. An ual Review with Portfolio Construction your adviser Using a risk profiling Financial health check methodology Telephone & e-mail access Designing a suitable asset with your adviser allocation Patterned Service Portfolio design & construction Providing strategic updates to your accountant and any other Portfolio Monitoring professional advisers* Online access to portfolio Supplying end of year taxation valuations information* Portfolio valuations available Recommending suitable at additional charge professionals as other needs arise* Retirement Planning Ensuring everyone in the team provides advice and information Pensions advice, review & in a co-ordinated & professional consultation* way. *Additional charges will apply
Personal Client Service This service is designed for clients wishing to ensure that their financial affairs remain efficient. Clients using this service would normally have a portfolio with assets from £25,000 to £100,000 to manage. An ual Review with your adviser Financial health check Telephone & e-mail access with your adviser Patterned Service Providing strategic updates to your accountant and any other professional advisers* Supplying end of year taxation information* Recommending suitable professionals as other needs arise* Ensuring everyone in the team provides advice and information in a co-ordinated & professional way. Portfolio Construction Using a risk profiling methodology Designing a suitable asset allocation Portfolio design & construction Portfolio Monitoring Online access to portfolio valuations Portfolio valuations available at additional charge Retirement Planning Pensions advice, review & consultation* *Additional charges will apply
Personal-Client-Service-Proposition.docx