Our Service Levels
Our approach to wealth management is a combination of three specific but complementary services: Financial Planning, Investment Management and Mortgages. You can access any of the three services on their own but together they make a holistic approach to looking after you, your needs and your money.
We will strive to work with you to construct a robust financial plan through the use of cash-flow modelling and show you the impact of a number of life events on your finances.
Wealth management service
Our wealth management service is for individual clients and families who require proactive and ongoing advice as they accumulate and preserve their wealth through various life stages.
As a wealth management client you will benefit from a highly qualified adviser and their team, a personalised financial plan and have access to the full range of services available.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Portfolio reporting service
Our portfolio reporting service is for clients who require initial advice, and occasional ad hoc advice. We will execute all ongoing servicing requests, such as payment instructions and documentation for tax returns. An annual portfolio report and valuation will always be provided.
Our transactional service is for clients who manage their own finances and do not require on going service. This service allows you to receive advice on a specific one off basis.