Annual Review Service
The Annual Review Service is suitable for clients who want a relationship with an adviser who is fully aware of their financial affairs and is committed to reviewing them on an annual basis.
Examples of the features and benefits that an Annual Review Client will enjoy are;
• Confidence that your adviser is considering all aspects of your financial situation and not dealing with isolated transactions.
• Assurance that the advice you receive is truly impartial and in your best interests, and understand that this can only be achieved via a fee based approach.
• Your adviser has a positive impact on your financial arrangements.
• Peace of mind of knowing that your financial affairs will be reviewed once a year via a face-to-face annual meeting with an adviser.
• In addition to your review you’ll receive 6 monthly valuation statements in respect of your pension and investment holdings.
• Admin Made Easy Service – Many people struggle with the mountain of financial paperwork that they receive. At the review meetings we’ll help you organize your paperwork, guiding you on what should be kept and what can be disposed of.
• Online access to your investment and pension holdings where available.
• Unlimited telephone and email access to your adviser and support staff.
• You’ll receive an informative quarterly newsletter by email.
• Where appropriate your adviser will liaise with your other professional advisers or introduce to you one of our professional contacts e.g. accountants, solicitors etc.
• In the event that anything happens to you, your family or business associates will have the help of a professionally qualified adviser who is fully aware of your affairs.
Also see our Premier Financial Advice Service and Annual Review Service pages for other options, and contact us for an initial discussion.
