Implementation is the first step but to ensure that you are always on track it is important to benefit from being able to discuss any concerns you may have and keep up to date with the issues that may affect you. For this we offer our "Classic†ongoing service, for which we charge an amount of 0.5% of the value of your investment on an annual basis. Details of the service are available on request. Whilst the majority of our clients prefer us to provide a regular ongoing service as above, we can also carry out services on a simple transactional†basis for those who do not require to enter into an ongoing service agreement.
We aim to gain an in depth understanding of your objectives and gauge your appetite for risk and reward. Utilising the extensive resources available to us we will then carry out our research, to select the products and investment solutions most suited to your needs and circumstances and we will then prepare a detailed personal report for you, which explains our understanding of your requirements and the reasons behind our recommendations.
We aim to gain an in depth understanding of your objectives and gauge your appetite for risk and reward. Utilising the extensive resources available to us we will then carry out our research, to select the products and investment solutions most suited to your needs and circumstances and we will then prepare a detailed personal report for you, which explains our understanding of your requirements and the reasons behind our recommendations.
