This could be because they do not have complex assets that require regular advice or have simpler finances and objectives that do not need to be reviewed regularly.
Our Transaction Service gives clients peace of mind in knowing that a professional adviser is keeping a record of their financial affairs and will be able to quickly provide advice when it is required in the future.
We will not provide a valuation or advice without your request; therefore, you will benefit from the cost effective solution of only paying for advice as and when it is required.
Should the value of your assets grow to a level that requires a more complex investment strategy or regular reviews, you can choose to switch to our financial advice or wealth management service.
Alternatively, you may just choose to receive advice on certain occasions: