Financial Advice
Overview
A straightforward advice service typically centred around your immediate issues that will require review and re-planning in the future.
Proposition
An uncomplicated service for those clients who recognise the need for expert financial planning and who are expected to have increasingly complex financial affairs in to the future.
Client Benefits
- Peace of mind
- Access to expertise
- 24/7 online access to portfolio client documentation
- Minimal paperwork & hassle
- Satisfaction that your affairs are being properly looked after
Methodology
Mix of in-person meetings and remote contact with planner. Meetings held at McLeod Browne offices, though on request, can be at location convenient to you (extra charge may apply).
Core Services
- Financial analysis & plan, including risk profiling
- In-person meetings typically every 2-3 years, but once per annum for those clients in need
- Letter and telephone conversations linked to valuation, every year
- Periodic risk profile review
- All records maintained & updated
- Full access to your financial planner
Marketing
Quarterly/weekly financial bulletin.