Levels of Service
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We offer a range of different service levels depending on what is appropriate for each client.
These service levels differ depending on what financial advice and products are sold, and broadly fall into two different categories outlined below. We are able to cater to the majority of different clients and their respective financial circumstances. |
Transaction-onlyIf you are looking for advice only, with regards to purchasing financial products, then this level of service is likely to best meet your needs.
There is no ongoing fee payable, and we are able to provide you with information at any point in the future should you have any queries with regards to the financial products you have transacted on. |
RetainedIf you are looking for a premium level of client service then our Retained proposition will be best for you.
We offer comprehensive face-to-face portfolio reviews on a quarterly, half-yearly or annual basis, as well as providing you with access to our team of professional advisers should any queries arise. |