The “Getting Started” Service

This service is ideal for investors looking to enter the financial markets with a smaller portfolio and commence building the foundations for future investments.

This package includes -

• An update on your investments on an annual basis, which includes the current value of your investments, the previous performance and an update on the current investment markets.

As our aim is to keep your fees to a minimum, should you require any changes to your investments,  an additional fee will apply for the preparation of the appropriate advice document.