We offer clients the following four service levels.
Our highest level of service aimed at individuals with accumulated wealth and/or complex financial affairs.
This service is ideal for clients with in excess of £500,000 of funds under our advice.
We consider your financial and lifestyle issues and evaluate your current and future financial position. We create and manage a comprehensive financial plan in conjunction with any other professional advisers you may have.
You will have access to the Estate Capital Investment Portfolios and/or a discretionary investment service through our Investment Wrap Platform.
You will receive ongoing service, support and information. We will provide at least two wealth management meetings per year as well as year round support and contact.
A level of service aimed at individuals building their wealth and financial security.
This service is suitable for clients with in excess of £100,000 of funds under our advice.
We consider your financial and lifestyle issues and evaluate your current and future financial position.
We create and manage a financial plan in conjunction with any other professional advisers you may have. We provide this service for those seeking structured and regular communication.
You will have access to the Estate Capital Investment Portfolios through our Investment Wrap Platform.
You will receive ongoing service, support and information. We will provide at least one financial planning meeting per year as well as year round support and contact.
A level of service aimed at individuals with less complex affairs who require straightforward financial advice.
This service is aimed at clients with in excess of £25,000 of funds under our advice.
We will analyse and evaluate your current and future financial benefits. You will feel confident and reassured that you have the right product for your needs whether an investment, pension plan or contract of insurance.
You will have access to the Estate Capital Investment Portfolios through our Investment Wrap Platform.
For clients with a need for general advice and ongoing reviews, we provide at least one financial advice meeting every two years as well as year round support and contact.
A level of service aimed at individuals who simply require professional assistance in the choice and arrangement of a particular financial product rather than ongoing financial advice and support.
Our aim is to ensure you have the right product for your needs. We will not offer ongoing service unless requested.
Return to topEstate Capital Financial Management
Registered in Wales No 4688919 Registered address: 10 Uplands Crescent, Swansea, SA2 0PB.
Authorised and regulated by the Financial Services Authority
Copyright Estate Capital Financial Management Ltd ©2012. All rights reserved
