Service Levels
At Wellington Financial Management we believe that professional financial advice can add significant value to individuals and businesses. It is because of this belief that we provide a choice of ongoing review service designed to create real value for our clients or a reactive service designed to create real value for our clients only when they want it.
We offer our clients a choice of three service levels as described in brief below.
PARTNERSHIP SERVICE
This service has been specially created for clients with larger investment or pension portfolios. The Partnership service not only creates an effective investment strategy at the outset of the relationship but also aims to ensure, through proactive, ongoing communication and reviews, that the initial strategy remains appropriate to changing circumstances: that the client is proactively advised of any new opportunities that are relevant to their circumstances
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ADVISORY SERVICE
This service has been specially created for clients with investment or pension portfolios. The Advisory service not only creates an effective investment strategy at the outset of the relationship but also aims to ensure, through regular, ongoing communication and reviews, that the initial strategy remains appropriate to changing circumstances
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ADVICE UPON REQUEST SERVICE
This service has been specially created for clients who do not need/wish to have regular advice or monitoring of investment or pension portfolios, but wish to refer to us from time to time for advise on specific financial matters.
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