Our Services
We recognise that our clients financial needs are very different, however we have identified over the years that certain problems and concerns consistently arise. Simpsons Independent Financial Advisers have carefully tailored three specific programmes for clients aiming to help them meet their goals and aspirations.
These programmes are:
WEALTH MANAGEMENT PROGRAMME to include:
- At least one full client review meeting per annum with your personal financial adviser providing the following services as appropriate:
A review of your concerns: to deal with matters that you believe need attention
A strategic review: to update any changes needed to your financial strategy
Investment review: of the previous 12 months performance
Investment action plan: to make any changes needed to the investment strategy
A debt review: to aim to ensure that you are paying a competitive rate of interest
Pensions update: to review any opportunities or mitigate the effects of changes in legislation
Insurance review: to check levels of cover and suitability of policies
Estate planning review: to aim to ensure that your estate planning strategies are effective
The "remove the hassle" service: sorting through and clarifying any paperwork received that you do not understand
Professional update: providing your relevant professional advisers with updates
- Telephone and email access to your personal financial adviser during office hours
- Ongoing maintenance of our client file and full administration support
- Online access to valuation of investment portfolio where possible
- Portfolio valuations
- Client newsletter
This level of service is normally subject to a fee based on the value of funds under advice.
ANNUAL REVIEW PROGRAMME to include:
- One annual client review with your personal financial adviser providing the following services as appropriate:
A review of your concerns: to deal with matters that you believe need attention
A strategic review: to update on any changes needed to your financial strategy
Investment review: of the previous 12 months performance
Investment action plan: to make any changes needed to the investment strategy
- Telephone and email access to your personal financial adviser during office hours
- Ongoing maintenance of our client file and routine administration support
This level of service is also normally subject to a fee based on the value of funds under advice.
Any additional work will be charged at our fee rates applicable at the time. Please see the “Information about the cost of our services” for further details.
TRANSACTIONAL PROGRAMME to provide when requested:
- A qualified adviser to deal with your requirements.
- Ongoing storage of our client file.
- No regular contact from us however we will be available if required
This level of service is subject to either a fee or a commission based on the work involved. Please see the “Information about the cost of our services" for further details.
