Our ongoing service includes the delivery of a policy summary report that provides up to date valuations of existing pensions and investments together with investment performance analysis, as well as details of insurances and any other policies.
In addition we provide a covering letter that reviews the contents of the policy summary, provides observations and commentary on the performance over the period and identifies points of concern and areas of action.
There is also the opportunity of a client conference to discuss matters.
Please refer to page 4 of our price list.