Service Proposition

Here are examples of our four service propositions:

Platinum Service

Annual review meeting
Interim review meeting (1 year)
Portfolio Report (4 per year)
Personal access to 'Online Valuation Portal' including portfolio reports (where available)
Telephone / email direct access to IFA
Proactive client contact
Client file retention
Newsletters (3 per year)
Liaising with 3rd parties

Gold Service

Annual review meeting
Portfolio Report (4 per year)
Telephone / email direct access to IFA
Client file retention
Newsletters (3 per year)
Liaising with 3rd parties

Silver Service

Biennial review meeting
Biennial telephone ongoing suitability
Valuation Summary (2 per year)
Telephone / email assistance via the office
Client file retention
Newsletters (3 per year)

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