*24 hour access for online valuations via Client Login.*

Bespoke Financial Management Service:

• Fact finding to understand personal situation
• Draw up financial plans
• Asset allocation
• Fund selection
• Fund research
• Monitor fund performance and other issues
• Tax planning including IHT,CGT,Income tax allowances
• Regular reviews
• Independent advice on legislative changes
• Information and regular advice on changes
• Information tax changes
• Implement agreed changes
• Rebalance portfolios
• Face to face advice meetings
• Respond to calls, email, letters
• Assess and discuss attitude to risk
• Devise investment strategies
• Supply information for tax returns
• Provide regular valuations for portfolios
• Bench marking of fund performance
• Maintain records
• Advise providers of changes
• Monitor progress toward financial goals
• Liaise with other professionals as required
• Insure adequate life/illness/disability cover
• Review portfolio to ensure best terms available