At the heart of our service for private clients is a belief that all clients are individuals and they should be able to select financial services that are best suited to their needs.
We have, therefore, developed a bespoke offering through a formal collaboration with clarity Limited to offer a mix of technology and financial expertise to manage clients' financial affairs. Clients can access this service when they want it which might be online or through regular face-to-face meetings.
There are three distinct areas to this service which can be selected individually or combined to most closely match private clients' needs:
- Online Services: From collecting and storing information, evaluating needs via calculators, providing education opportunities that enable informed financial decision making, right through to actual transactional capability, our clients are able to comprehensively assess and manage their financial affairs when they want to, from wherever they are.
- Strategic Advice: Depending on the complexity of an individual’s circumstances, our expert advisers can meet a client (face to face or via the phone) to put together an overall financial strategy, individually designed to meet their aspirations. This can be a one off meeting or part of a longer term financial management plan.
- Investment Management: We have additional services that allow regular reviews of our recommended funds and investments.
For more information call James Packer on +44 (0)1223 225198 or email firstname.lastname@example.org
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