Financial Plan
Having gained an understanding of your financial objectives and needs we will produce a financial plan that gives you the optimal result. In facilitating your chosen strategy and underpinning our expertise and experience, we utilise a professional and comprehensive research team to compare various investment options. Typically, financial plans differ in the level of complexity and we will advise you in our initial consultation, the type of plan we feel is required in your particular case and personal circumstances, outlining the fee range as appropriate.

Ongoing Service
Our ongoing service is designed to include all the usual assistance you may require, year in year out, to make your financial life easier. Together we re-assess your strategy and ensure you have the most appropriate portfolio structure for your individual circumstances and objectives. Specifically our service includes:

• Our offer to conduct an annual strategy and portfolio review
• An annual portfolio report
• Adjustments to your existing portfolio
  (Any material adjustments may require a new financial plan for which you would be charged as appropriate within our normal fee structure)
• Investment watch – monitoring and researching investment markets and products