Client Service Programme

We work with a limited number of clients and our prime objective is to provide these clients with the highest levels of service available.  Our client service programme will give you the peace of mind, security and confidence that will flow from the knowledge that your financial affairs are being regularly and professionally managed.

Our initial client meeting, which would normally last from 30-40 minutes, is at our own cost.  At this meeting we shall introduce ourselves, our firm, our standards and experience.  We shall also explain how we are paid for the work we do and the service we provide.  Most importantly this meeting also gives you the opportunity to tell us in general terms what you expect from us.

The service programme is offered on three levels and the tables below explain what is on offer at each level.

As matters currently stand we are not required to charge VAT on fees, but this could change in the future.

BASIC SERVICE

All services charged as used

Financial Review - face to face - £480 plus travelling @ 40p per mile

Financial Update by post or email - £175

Forwarding of financial information - £15 per item

Letters/faxes/email written - £15 per item or time costed for complicated items

Telephone calls - £15 per call

Project work - time costed

STANDARD SERVICE

£35 per month after initial financial review £480 plus travelling @ 40p per mile

Annual review including pre-meeting research and formal report

Half yearly financial update

Unlimited telephone/email access

Investment valuations as received

Budget updates

Full file maintenance

In-house magazine

PREMIUM SERVICE

£70 per month after initial financial review £480 plus travelling @ 40p per mile

Full financiel reviews half-yearly including pre-meeting research and formal report

Quarterly investment updates

Unlimited telephone/email access

Investment valuations as received

Budget updates

Full file maintenance

In-house magazine

Tax return - annually

Clayton and Company (Independent Financial Advisers) Limited is an appointed representative of Financial Ltd which is authorised and regulated by the Financial Services Authority