We offer three levels of service:
- Financial Planning - Our fully comprehensive lifestyle financial planning service
- Wealth Management - The traditional service from an independent financial adviser
- Transactional - We will use our skills, experience and resources to help you buy a financial product
The matrix below summarises what is included with each level of service:
| |
|
Service |
Service Provision |
Description |
Financial Planning |
Wealth Management |
Transactional |
| Full lifestyle planning |
Lifestyle goal setting, cash flow analysis, needs analysis etc. |
Included in annual charge |
Not available |
Not available |
| Annual financial review |
An annual meeting, either expected or optional, at which the client’s financial affairs are discussed. |
Expected, and included in annual charge |
Included |
Optional |
| Investment portfolio service |
Ongoing monitoring of investments. |
Included |
Included |
Optional |
| Annual portfolio review |
Report showing portfolio valuation, fund performance review. |
Included |
Included |
Optional |
| Annual protection summary report |
Report created showing summary of protection policies. |
Included |
Optional |
Optional |
| Plan Maintenance |
Updating of records on ongoing basis as data is received. |
Included |
Included |
Updated only when business is transacted |
| Transaction business |
The actual transaction of business, including the advice and the submission of new business. |
Included |
Included |
Included |
|
