|
|
A fee service to be offered to clients that Church's consider will benefit from an ongoing and holistic financial planning service. |
|
|
Unlimited telephone access and support from your designated Consultant to discuss any financial planning issues. |
|
|
An annual review meeting and annual review document to be issued to each client. This meeting and document will go into detail concerning the current and future aspirations of a client and how those aspirations are to be achieved and protected against in the unfortunate case of a major crisis. |
|
|
An Investment Profile Report will be developed with each client. This is based on a detailed analysis of a client's current investment views and will result in the confirmation of a client's attitude to risk and reward, and the investment profiling of their investment portfolio(s). |
|
|
An individual asset allocation will be developed and agreed with each client concerning the client's investment portfolio(s). This will agree the investment asset allocation for the next twelve month period on the client's portfolio(s). A rebalancing of this investment strategy will occur at each Annual Review. |
|
|
An active tax service will be made available to all clients making them aware of the many tax advantages available to them. |
|
|
Two topical and informative Newsletters a year. |
Example of Church's Financial Planning Report
·
·
·
·
·
·
·
·
