The “Premium” Service

This service is appropriate for clients seeking a more comprehensive advice service and more regular information on investment performance.

This package includes -

• Half yearly reviews of your portfolio, which illustrates in detail how your portfolio and each of the various funds have performed over the past year.
• A strategy review, which projects your current financial position into the future, based on your long term financial objectives.
• Advice on any changes within your portfolio as appropriate. However should your current situation change resulting in a new Statement of Advice, an additional fee will apply.
• You will be invited to attend quarterly Investment Updates, to ensure you are kept abreast with the financial markets on a national and international level, and how this will affect your portfolio.