Personal Levels
of Service

Bespoke Service:

• Annual review meeting
• Annual review schedule
• Annual risk assessment
• Annual portfolio rebalance
• Twice yearly valuations
• Monthly email fund update (Clever Adviser)
• Priority response to all email and telephone calls
• Access to adviser and technical experts as and when required
• Online valuations, if required and available
• E-news updates, if we hold your email address
• Tax year-end guide
• Annual tax tables
• Invitation to events

Advice Service:

• Review meeting when required
• Annual review schedule
• Access to adviser and administrator support as and when required
• E-news updates, if we hold your email address
• Annual tax tables

Reactive Service:

• Advice when requested
• Maintaining records and compliance obligations
• E-news updates, if we hold your email address