Enhanced Service
Enhanced Review Service £30 per month
With our enhanced review service, your adviser would take a more pro-active approach to dealing with you and your financial planning. Future correspondence would come not only direct from the product provider but also from your adviser who would contact you if there were any changes in market conditions or legislation which he believed would impact on you. As well as being available to you whenever you have an issue to discuss, your adviser would make contact with you at least once a year aiming to review your affairs. This would include ensuring you are on track with your financial plan, and providing you with ongoing advice and an update, together with a detailed discussion of your existing holdings. All clients using our Enhanced Review Service also receive our free, bi-monthly wealth management magazine crammed full of articles designed to help you make more of your money.