Basic Service
This service is for clients who do not need or do not wish a regular service but may refer to us from time to time for specific financial matters. On these occasions a charge will be agreed for the specific work to be carried out.
However, we will not provide any ongoing service other than :-
Any investment products we arrange will be handled in line with your Investment Strategy following the completion of a Risk Questionnaire
Any queries will be answered within 48 hours but may be subject to an advice or admin fee.
Ad Hoc reports can be prepared, the cost of producing this will be agreed in advance.