My Services

Which service is right for you?  Partner or Signature

Having established a strategy to deliver your lifestyle ambitions, it is important we meet regularly to review all aspects of the agreed financial plan, to evaluate progress, performance of assets, any changes in your circumstances or objectives, all with the aim of ensuring, where possible, that we are on track to deliver the original outcomes.

I offer you two on-going services designed to provide periodic reviews and ensure that your strategy remains relevant to your circumstances.

My On-going Services explained

Service

Partner

Signature

Review Meetings

  • Half yearly at client’s convenience
  • Quarterly at client’s convenience

Adviser Support

  • Unrestricted by telephone during normal office hours
  • Face to face meetings half yearly
  • Unrestricted by telephone at any time
  • Face to face meetings at any time

Valuations

 

  • Half yearly & ad hoc on request if required

 

  • Quarterly & on request at any time if required

Newsletters

  • Half yearly
  • Quarterly

Partner

The key benefits of the Partner service:

  • Review meetings - half yearly to evaluate progress, performance of assets, any changes in your circumstances or objectives, all with the aim of ensuring, where possible, that we are on track to deliver the outcomes originally agreed
  • Adviser support – you have access to me by telephone at any time during normal business hours
  • Valuations – will be sent to you twice a year with additional ad hoc reports available on request
  • Newsletter – will be sent to you twice a year and available on the Weldons.co website  at other times

 

Signature

The key benefits of the Signature service are the same as those for Partner, with the addition of:

  • Review meetings - quarterly if required to evaluate progress, performance of assets, any changes in your circumstances or objectives, all with the aim of ensuring, where possible, that we are on track to deliver the outcomes originally agreed
  • Adviser support – you have access to me at any time that is convenient to you, including evenings and weekends
  • Valuations – will be sent to you quarterly and are available at any other time
  • Newsletter – will be sent to you quarterly on industry topical issues