Summary

	Premier Financial Planning Service	Annual Review Service	Transactional Advice Service

Unlimited telephone & email access to advisers and support staff	√	√	√*
Portfolio valuation statements where available	√	√	√
Quarterly e-newsletter	√	√	√
Online access to pension and investment portfolios	√	√	√
Annual review meeting	√	√
“Admin Made Easy” service	√	√
Assistance with tax returns	√	√
Introductions to professional connections	√	√
Life Planning service**	√	√
Six-monthly review meeting	√
Invites to seminars with guest speakers	√

* SIFA Ltd reserves the right to make an additional charge should the time spent on queries becomes excessive

** Optional extra for annual review clients – see How we charge