service packages
This service is:
- A SIX MONTHLY VALUATION SUMMARY detailing investment/pension fund performance since inception.
- A COMPREHENSIVE ANNUAL REPORT containing details of all your policies, a valuation summary since inception and a fund performance summary covering the previous 12 months, risk profiling and portfolio fund rebalancing.
- ANNUAL REVIEW meeting to discuss your circumstances and ongoing requirements.
- FUND SWITCHING as appropriate.
- ONGOING SERVICING and MANAGEMENT of existing arrangements.
- FREE INVITATIONS to financial seminars.
- £44 per month.
Any new advice/work will be charged on a fee or commission basis, it will then be included within your service package.
- Return to, Service Packages
Other Packages
