Essential Wealth Portfolio service

This is to ensure that all key review dates are observed and that the financial solutions are kept fully up to date.

By asking us to take care of your pensions and investments you benefit from our portfolio service:

• An invitation to an annual portfolio review meeting

• An annual portfolio report

• Rebalancing your portfolio in line with your attitude to risk and investment objectives

• Review of the trusts within the portfolio if applicable

• Providing you or your accountant with the relevant tax information (such as pension contributions and taxable gains realised)

• Access to view your portfolio online via our website

• Access to economic/market updates

• Access to tax tables and other information via our website

• Access to our Client Management team for queries about your portfolio

• Dealing with enquiries from your portfolio provider(s)

• Portfolio record keeping and file maintenance, for example

  • Policy surrenders and partial surrenders

  • Administration such as change of address

  • Replacement and copy documents

  • To show we are truly aligned to your objectives, we ask that our fees for this service are based on a small percentage value of the funds