The majority of our clients benefit from an ongoing Review service, which provides the necessary discipline to ensure that you remain on track to achieve your financial goals.
The Review service entitles you to a formal written review on a quarterly, half-yearly or an annual basis and face-to-face meetings to discuss these reports.
Your Financial Adviser will also be in touch with you between formal reviews to discuss any urgent matters relating to your circumstances.
We also encourage our clients to contact us at any time (for no additional cost) to discuss matters which may arise between your formal reviews. Please refer to Our Review Service section for further details.