We recognise that it is important to give a high level of personal attention to our clients and their professional advisers.

All clients of RC Brown have direct access to the manager who is responsible for looking after their portfolio. This ensures that we have a thorough and up-to-date knowledge of your circumstances and investment requirements and that the portfolio is managed in accordance with these. And because we work closely as a team, if the usual manager is unavailable for any reason, there is always someone else who is familiar with the portfolio to answer any queries.

We are also keen to meet clients, with their professional adviser if appropriate, at least once a year as part of the ongoing review process. Such meetings provide a forum where we explain our investment decisions, outline the performance of the portfolio, and detailing our view of future trends and where the client can inform us if their circumstances or desired investment strategy has changed.