Your relationship with us starts, rather than ends, at the point you decide to invest.
From the moment that you decide to become a client, we aim to demonstrate the value of this relationship through the service that we deliver to you.
Whatever the level of your investment, it is as important to us as it is to you.
We will keep you informed of the way in which we are looking after your wealth by giving you access to online valuation services through our website, as well as an annual valuation report.
We will also discuss the level of ongoing service you would like. Primarily this will involve holding regular review meetings, either face-to-face or via the telephone, to discuss your investments and personal circumstances, thus ensuring that whatever decisions you have made remain appropriate and continue to meet your objectives. Whatever your ongoing requirements, we will do our best to satisfy them and will agree with you at the outset what you can expect and when.
We will contact you regularly, however you should feel free to contact us at any time to discuss any aspect of your holdings.