We help you look after your finances
We respect your choice to continue to work with your Financial Adviser. You have invested time building trust and a great working relationship with them, and we don't want to interfere with that.
That's why your Financial Adviser has introduced you to us. They trust us to look after you as much as we look after them. You might have signed some of our paperwork yourself, or your Adviser might have written to you to let you know about this change. Either way, we are here for you if you need any Independent Financial Advice.
Until then, what we will do is make sure that your Adviser has as full a picture of your financial situation as they can have.
So whether you want to protect your family should something happen to you, are looking to maximise the effectiveness of your investments, or you are looking forward to your retirement, then we can offer you Independent Financial Advice if that's what you need.
We highly recommend that you review your finances often. Every year is a good estimate for a review but your personal circumstances are equally as important when agreeing a servicing level. Your financial adviser will assess your current situation at each review and if there is any need will refer you to us for whole of market advice. These reviews are paid for by any Ongoing Adviser Charges that you may be paying. You can see below the services that are available to you through your Financial Adviser and Policy Services and the charges that you will pay.
Policy Services have 3 service levels available to you which will be discussed in full with your Financial Adviser. The service you select will reflect your needs as an individual. Any client agreement that you enter into with us will have more details about the service you should expect. If you would like to see our charges for any new Financial Advice that we may give you, you can request a copy by getting in touch with us.