Service Propositions
Our desire is to be your partner in creating security and building wealth. We hope to earn the right to work with you in the future.
We believe it is important for us to be clear about the levels of services we offer because this will enable you to select the way in which we work for you.
We take ownership and responsibility for our immediate guidance and advice. How our relationship works beyond that will be determined by the service proposition you chose.
Feedback we have sought has indicated that there are essentially 3 levels of service we should offer:
Service level 1
We work with you to help shape your future
This is where the role of your adviser is a proactice one and could be described as being a Financial Architect because their service is much more than sourcing products for you. The service centres on establishing objectives and setting targets and monitoring progress as you move towards achieving these goals. It is a proactive relationship which can facilitate up to 2 meetings per year.
- Up to 2 meetings per annum
- Valuations and projections analysis
- Ad Hoc work conducted at low/nil charging
- Target -based planning
- Agenda in advance of meetings
- Pro-active informing of industry developments
- eSmartMoney Guide via monthly email
- Point Of Contact for all financial matters
- Priority Service (over Service level 2)
Service level 2
We want to take away the hassle
We take responsibility of product suitability. A comprehensive review of your immediate requirements will result in bespoke recommendations which will require reviewing from time to time. We may have assessed and ensured suitability of plans you already hold and again, these will need monitoring to ensure they remain fit for purpose.
- Annual contact
- Valuations
- Ad Hoc work conducted at normal charging
- Agenda in advance of meetings
- Pro-active informing of industry developments
- eSmartMoney Guide via monthly email
- Point Of Contact for all financial matters
- Priority Service (over Service level 3)
Service level 3
We are here if you need us
You may feel that neither of the other service propositions is right for you and you would prefer to deal with us on an ad hoc basis and simply call us if you need us
- Ad Hoc work conducted at normal charging
- eSmartMoney Guide via monthly email
- Point Of Contact for all financial matters
