Client Promise
We are committed to delivering outstanding financial advice and through our long-term relationship we will provide:
- Your dedicated Financial Adviser supported by a fully trained support team.
- A dedicated phone line open between 9am and 5.00pm every weekday.
- Access to regular financial communications and publications tailored around your interests.
- Access to your own Online Wealth Account portal.
- Working jointly with your other Professional Advisers where appropriate.
- Agreeing a bespoke servicing strategy, to ensure your plans remain appropriate to your goals and objectives.
- Access to your Adviser on an ad-hoc basis via telephone and ability to schedule additional meetings should you have any changes to your circumstances.