Ongoing support

Once your strategic plan has been agreed it’s important that it’s implemented and managed successfully to achieve your desired outcomes. We’ll provide a comprehensive level of support tailored to your requirements.

Review meetings – keeping your plan healthy

Inevitably your needs and circumstances will change, so we’ll meet regularly to review your financial plan and investment portfolio. We will meet at least annually or more regularly if needed.

Portfolio valuations – detailing your affairs

You’ll be provided with valuation reports at agreed intervals, so you can keep track of all elements of your portfolio.

Investment updates – letting you know our thoughts

You’ll receive regular updates from our investment team on the economy and markets to help explain our thinking and actions.

Legislation changes – addressing the changing environment

We’ll update you on significant changes to the fiscal and financial services marketplace so we can adapt your plans accordingly.

Access to Advisers – here when you need us

As well as your own Wealth Manager, you’ll have access to our in-house team of experts to provide the right help when you need it.