Square peg round hole syndrome addressed

All too often we have borne witness to clients’ needs not fitting restrictive propositions laid out by banks, building societies and IFA firms alike. We like to think we have developed our proposition enough to accommodate a wide variety of ways in which clients would like to be dealt with

1. You may simply want to be kept informed by post / email and phone of your policies with the option to request a face to face meeting should your circumstances or views about risk change (or wish to adapt / amend a particular policy). This level of service is predominately dealt with by our administration team and is successfully conducted for clients who use us for mortgage advice only, or who may have limited funds invested, or who feel competent to review their own finances and decide when it is appropriate to seek our professional advice.
2. You may have a portfolio that you want to have more active management of and consequently want our consultant to review your policies with you on an annual basis and, dependent on market conditions / changes to your circumstances and / or views about risk, make the appropriate recommendation on fund switches, asset allocation or rebalancing. This level of service demands the time and expertise of both our administration team and your designated consultant and can be tailored, for example, to include more frequent visits or a bi-annual report.
3. It may be that you need more intense management of your portfolio and a quarterly or even monthly service contract is needed. Again our support staff will work closely with your designated consultant to ensure the right information gets to you in a timely fashion.

Please also review ‘How we are paid’ link in connection with our financial planning services