Ongoing services

Our relationship with clients is important to us, and we will keep in regular contact with you over aspects of your planning and portfolio.

  • Regular paper-based valuations and commentary
  • Ongoing professional management of your investments, to take advantage of opportunities and tax allowances
  • Appropriate tax-efficient investment opportunities as they arise
  • Quarterly meetings to discuss changes in your circumstances and requirements
  • Regular telephone contact
  • Regular rebalancing of all portfolios to ensure that investment risk remains within agreed parameters and sufficient is held in cash to meet short term needs
  • Overview of all financial matters and liaison with other professionals as appropriate

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