The “Essentials” Service

The “Essentials” Service is suitable for investors requiring a basic ongoing service, building towards a larger portfolio.

This package offers -

• An annual review of your portfolio, which illustrates in further detail how your portfolio and the various funds have each performed over the past year.
• Advice relative to any necessary changes within your portfolio. However should your current situation change resulting in the requirement to collect new data and prepare a full Statement of Advice, an additional cost will apply.