Ongoing Services:
Review meetings: As many as you wish but one a year is usually
sufficient. We will contact you well before the meeting to
request details of any changes in your circumstances. This will
give us time to prepare recommendations to be discussed at your
meeting. Following each meeting our aim will be to send you
Minutes and an updated Financial Plan within 24 hours.
Other support: You will be welcome to contact us for assistance
at any time. Your Financial Planner and our client service
people work as one team and you will find you can rely upon
them. Our objective will be to provide the service you desire
and we will do our best to comply with any reasonable request.
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