Results Capture
The aim at the 12 month point is to provide an overview of what we have achieved during the previous year. This will look at
- Any tax savings that have been made
- Comparison of costs
- Returns that have been achieved and how these would have compared if our advice
had not been taken - The risk associated with your portfolio and how this has been reduced
Within the Company, we currently have the following structure in place to allow us to provide different service levels catered to the requirements of each individual client
- Wealth Management - for clients who have assets, excluding their property, of at least £750,000 who also wish to establish a long term relationship and need ongoing monitoring but whose requirements are more demanding due to the very nature of their wealth.
- Applewood Advisory - for clients who wish to develop a relationship with us over the years ahead and for whom we provide a comprehensive ongoing service for an annual fee
- Applewood Financial - for purely transactional based clients who require a specific product or advice on a specific issue but have no requirement for ongoing servicing