We have discovered that over the many years in dealing with clients that each client is unique yet all clients want one thing - SERVICE. The level of service you require both at the outset and in the future should match your needs, clearly different clients have different levels of need depending on their circumstances. Our approach therefore to our clients, whether you are new to us or an existing client, is to tailor our services to your requirements.
The importance of technology in delivering our services to you has never been more important both in terms of efficiency and accuracy but also in delivering more, thereby improving the level of service we provide. Fortunately rapid developments in technology in the last few years now makes it possible to deliver an almost seamless system to deliver the kinds of service we know our clients need.
We provide three levels of service to our clients and whichever you choose will depend largely upon the complexity and scale of your financial arrangements:-
LIFETIME WEALTH - This service is provided if you require at least an annual face-to-face review of your financial arrangements. In addition other services will provided as detailed in our documentation. Normally a set regular fee is payable for this service for a contracted period of time.
LIFETIME ADVISER - This service is provided if you require a face-to-face review of you financial arrangements at least once every 3 years. In addition other services will be provided as detailed in our documentation. Normally a set regualr fee is payable for this service for a contracted period of time.
FINANCIAL - This is service is provided if you do not require a regular face-to-face review of your financial arrangements. Effectively this is a reactive service as it will mainly require you to contact us for any reviews or queries you may have (a fee may be charged for such services). Some other services may be provided as detailed in our docuemtation.
We may have a website but we are not a "virtual" firm. We were established in 1992 and are based in the Cheshire town of Alsager and of course attract clients from within the town and the nearby areas of Crewe, Nantwich, Sandbach, Congleton as well as from the Potteries and Newcastle-under-Lyme to the south. However we also attract clients from further afield bearing in mind our location makes us convenient for clients living in the North-West and Midlands.
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