Levels of Service
Our
Levels of Service
Our Annual Reviews
Remote
Annual Service
Conducted on an annual basis by telephone or virtual/video meeting, this will provide:
- An assessment of the ongoing suitability of the plan
- A valuation of your investment products
- A review of your current asset allocation and fund selections
- Discuss your situation and any changes to your circumstances
- Implementation of any agreed changes that need to be made
In addition, you also receive:
- Support from the client team for ad hoc queries regarding plans under our authorisation
- Access to the RTFP Personal Financial Portal, providing secure communications, storage of documents and real-time viewing of your portfolio
- Quarterly newsletter (soft copy)


Annual
Review Service
An annual face-to-face meeting, this will provide the following services in addition to those included in the Remote Annual Service above:
- A financial plan providing a detailed analysis of your current financial situation
- Review of investments to include asset allocation, attitude to risk and portfolio valuation
- Implementation of any agreed changes to investments
- Quarterly newsletter, hard or soft copy as preferred
Tailored
Review Service
Face-to-face meetings with your adviser that are tailored to your needs, these will provide the following services in addition to those listed in the Annual Review Service above:
- Flexible meetings at a frequency to suit your needs
- Cash flow forecast with income and expenditure analysis
- Liaison with other professionals as required, e.g. solicitors and accountants
