In any relationship and service driven business, there is a lot of work that goes on behind the scenes to deliver a comprehensive wealth management proposition to our clients.

It’s not just the direct client communication or contact that defines our service, this aspect is only possible due to the year round preparation, support and servicing that underpins our proposition and services.

When you become a client of our Spotlight or Highlight services, we will provide you with a annual plan, that shows the work that is being completed on your behalf, practically on a week by week basis. We can’t capture every task completed, but it goes some way to show the ongoing servicing work required on your behalf to ensure your finances, financial well being and investments are as well placed as they could possibly be.

The table just highlights some of the tasks undertaken in a given month on your behalf.