Keeping your financial plan on track

As an important part of our process, we will have agreed a level of ongoing service, to help ensure your plan remains on track. Of course there is no obligation on your part to commit to an ongoing service.

We offer various levels of ongoing service from meeting simple needs to highly complex situations. They vary in terms of frequency of face to face meetings, portfolio reviews, depth of ongoing planning along with the level of interaction required with other professional services such as your Accountant or Solicitor.

As part of our ongoing service, we will be on hand for you to ask questions and ensure you feel well supported you in your financial planning as you move through life.