A key element of our advice process is the need to review and replan your finances on a regular basis. Your circumstances can change, legislation evolves and investment markets move through their cycles. Therefore, we strongly recommend that you include some form of review mechanism within your financial plans. However, we do recognise that not everyone is looking for ongoing service and therefore we also offer a standalone transactional service.
For those who do want to receive ongoing advice from us, we offer two different review services to suit your needs. We are also able to design a bespoke arrangement that is unique to you. You would need to speak with your advisor for details of this.
Please consider the options below. Your advisor will then be happy to discuss the various alternatives with you and agree a plan that puts you at the heart of the process and provides you with all of the information and support to help you plan and run your finances.
| Transactional | Regular Service | Full Financial Planning |
| Focused/limited advice initiated by you | Holistic advice and service that is centred around immediate issues that will require periodic reviews and re-planning in the future. | Holistic Advice and comprehensive service that encompasses all aspects including investment and pension financial, estate & tax planning that requires regular re-planning and reviews. |
| Reactive service | Proactive service | Proactive service |
| You are not seeking a long term relationship and have no need for face to face advice | You value a long term relationship and face to face advice | You value a long term relationship and face to face advice |
| No on-going service required | Preferred portfolio service | Bespoke portfolio management |
| Transactional | Regular Service | Full Financial Planning |
| Expert financial advice | Expert financial advice | Expert financial advice |
| First class customer service | First class customer service | First class customer service & dedicated point of contact |
| Menu of charges for ad-hoc services | Regular face to face meeting every other year | Minimum of one face to face meeting a year |
| Newsletter | Annual valuations | Valuations on request |
| Telephone & e-mail access to admin dept (9.00-5.00 Mon-Fri) | Telephone & e-mail access to advisor at any time | |
| Administration & file maintenance | Administration & file maintenance. | |
| Second opinion service | Second opinion service | |
| Referral to other professionals | Referral to other professionals | |
| Menu of charges for ad hoc services | Fully inclusive | |
| Newsletter & Budget update | Newsletter & budget update |
Use the menu opposite or contact us to find out more
Your opinion counts
Please tell us what you think
Please remember that the value of your investment can go down as well as up and you may get back less than you have invested. The Financial Conduct Authority does not regulate taxation advice. Equity release: This is a Lifetime Mortgage. To understand the features and risks, please ask for a personalised illustration. There may be a fee for equity release advice. The precise amount of the fee will depend upon your circumstances.
Executive Advisory Services Ltd
67 Lower Road . Cookham . Maidenhead . Berkshire . SL6 9HF
Telephone: +44 (0)1628 532320 . Click here to email us
