CLIENT REPORTING/REVIEWS

 

Our reporting and review process has recently been extensively reviewed and we have updated our six monthly reports to clients.

 

To keep our clients fully informed the contents of client reports can include:- 

 

Advice and investment overview, cash flow graph, summary of investment assets, return experience, summary of withdrawals, investment portfolio summaries, detailed security listings, transactions and a notes section.

 

Clients are able to select the level of information that they wish to have in their report.

Our annual review process now utilises the latest technology which enables our clients to see whether things are progressing as planned, to show the effects any variations to the plan - such as withdrawals or deposits, has had on their wealth targets and whether they need to modify any part of the plan to achieve their targets.

 

If you would like to arrange a free demonstration of this technology click here.