Our private client proposition is based around fully understanding our clients’ financial needs and objectives.
We offer all our clients a full financial health check on an annual basis, which allows us to understand what you want to achieve and more importantly, what level of risk you are prepared to take in order to achieve your objectives. We will then create a personal plan tailored to your needs which can be monitored on an ongoing basis, should that be agreed between you and your adviser, to ensure that your objectives are being met and that performance is delivered.
We recognise that your needs and objectives can change quickly and frequently, therefore you can meet more regularly with your adviser at your request in order to review your financial plan.
As part of the Perspective Financial Group Ltd, we have access to a wide range of investment specialists and services that can provide a more streamlined approach to your financial planning needs.
