The tailored service I will provide to you will include:

• Face-to-face review meetings
• Availability to speak on the telephone between review meetings to discuss any financial matters important to you as your needs change over time
• Regular financial communications tailored to you and your interests
• Correspondence and literature that is clear and easy to understand
• Clarity and guidance in all aspects of your financial wellbeing

Through our regular client service review meetings, we will:

• Understand your financial circumstances and objectives
• Fully review your financial goals and adapt to any changes
• Review and, if applicable, rebalance your investment portfolio and fund choices
• Help you maximise your annual tax allowances
• Keep you up to date with legislation and Budget changes
• Help you to review your appetite for investment risk as your circumstances and priorities evolve, ensuring your investments continue to meet your requirements