Review services

Our clients can chose a review system that suits their needs. These provide four levels of service based on the frequency of reviews and the services that are required.

  • Stag Plan is an annual review service for basic portfolios
  • Bull Plan provides a quarterly desk-top review service with at least one face-to-face meeting each year, designed to provide a review of more complex portfolios and financial situations
  • Bear Plan is a monthly review service well suited to the needs of older clients with income portfolios who want the reassurance of monthly face-to-face meetings
  • Key Plan – is a bespoke review service for clients who do not feel the other plans adequately meet their needs

Full details of the various service levels are outlined in our client agreement which can be provided on request.