Premier Financial Planning Service
As its name suggests, The Premier Financial Planning Service is the flagship of our offerings and is available by subscription only.
We’ve designed the service for clients who value a comprehensive financial program to help them plan for the future and which is integral to the achievement of their personal goals.
Examples of the features and benefits that a Premier Financial Planning Client will enjoy are;
• Confidence that your adviser fully understands what you are trying to achieve and is able to devise robust strategies to achieve those goals.
• 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.
• Certainty that your adviser has a positive impact on your financial arrangements.
• From time to time we will arrange seminars for our clients covering topical subjects such as tax solutions or new investment opportunities. Premier clients will receive complimentary invites to such events.
• Life Planning Service – Your adviser will work with you to build a lifetime cash flow plan that will help you to achieve the goals and objectives that are important to you, with the ultimate aim of ensuring that you never run out of money.
• You’ll receive regular contact and your adviser will meet with you at least every six months to review your lifetime cash flow plan and ensure that you are still on course to meet your goals.
• In addition to your reviews 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 Annual Review Service and Transactional Advice Service pages for other options, and contact us for an initial discussion.
