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