Select Your Gateway

Our Gateway represents our approach to on-going servicing which has three levels Bronze, Silver and Gold these three levels give increasing levels of access to your adviser and our system to view up to date valuations. We believe on-going services is key to a holistic approach. Your adviser will go through these options and the services provided in detail with you to establish the most appropriate type and level of service appropriate examples of typical services offered can be seen below.

 

BronzeMember
  • Annual Meeting
  • Dedicated Client Manager
  • Liaise With Current Banks, Lawyers & Proffesionals
  • Arranging The Surrender, Part Encashment
  • Complaint Resolution Support
  • Assignment of a Pension Plan
  • 24/7 Platform Access

SilverMember
  • Annual Meeting
  • Dedicated Client Manager
  • Liaise With Current Banks, Lawyers & Proffesionals
  • Arranging The Surrender, Part Encashment
  • Complaint Resolution Support
  • Assignment of a Pension Plan
  • 24/7 Platform Access
  • Mortgage Review and Arrangements
  • Six Monthly Meetings
  • Selection of Introduction to Investment Manager

GoldMember
  • Annual Meeting
  • Dedicated Client Manager
  • Liaise With Current Banks, Lawyers & Proffesionals
  • Arranging The Surrender, Part Encashment
  • Complaint Resolution Support
  • Assignment of a Pension Plan
  • 24/7 Platform Access
  • Mortgage Review and Arrangements
  • Six Monthly Meetings
  • Selection of Introduction to Investment Manager
  • IHT Analysis And Review
  • Monthly Cashflow Analysis
  • All Services Provided for Children up to 25
  • Job Change Benefit Review