What service levels you can expect

As a client, you will have direct access to the manager responsible for looking after your portfolio. And because we are a small team working closely together, should your manager be unavailable, we will always have someone here who can help you.

We will aim to meet you (and your professional adviser if appropriate) at least once a year to review our investment decisions, update you on the performance of your portfolio and discuss where we think the market is heading. It is also an opportunity for you to ask questions, and advise us of any change in your circumstances or requirements.

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