Option 3

YEARLY REVIEW MEETINGS WITH YOUR ADVISER

This will include investment valuations and specific comments or recommendations.

An update relating to your circumstances and risk attitude will be conducted.

Service Times: - All correspondence from providers will be processed within 48 hours and all your queries will be responded to within 2-3 days. The time involved by your adviser will typically be 3 hours per annum. The time spent on your affairs by the back office team will typically be 3 hours per annum.