TFA Service Contracts
We offer 3 Service Contracts depending on your requirements:
Wealth Management Service
For clients who might require a close working relationship in order to achieve their stated aims. This includes but is not limited to:
- Our initial meeting, the identification and agreement of your goals, the subsequent research, presentation and implementation of your Financial Plan.
- Six monthly reviews of your investment portfolio to ensure they achieve your objectives and are in line with your latest risk profile with your wealth adviser.
- Access to our Secure Client Portal where you can message and exchange documents with your adviser, access to fund and portfolio information including up to date valuations of your investments, have access to a secure document vault to store your financial documents in one place and through open banking you can collate information from bank accounts, credit cards giving you powerful insights into your spending and saving habits.
- Priority access to TFA advisers throughout the year
- Working with other professional advisers as required on your behalf
Financial Planning Service
For clients who might require a close working relationship in order to achieve their stated aims. This includes but is not limited to:
- Our initial meeting, the identification and agreement of your goals, the subsequent research, presentation and implementation of your Financial Plan.
- Annual reviews of your investment portfolio to ensure they achieve your objectives and are in line with your latest risk profile.
- Access to our Secure Client Portal - PFP where you can message and exchange documents with your adviser, access to fund and portfolio information including up to date valuations of your investments, have access to a secure document vault to store your financial documents in one place and through open banking you can collate information from bank accounts, credit cards giving you powerful insights into your spending and saving habits.
- Access to TFA advisers throughout the year
Specific Advice Service
For clients who require focused advice or products to deal with particular issues or needs in isolation and who do not need ongoing advice:
- We commit to providing you with written information on any suitable products we have recommended to you, or those you have asked us for. Charges will always be notified up-front, and should these change these will again be notified to you in writing.
- We will hold and maintain your file contacting you as may be appropriate. Additional work will be charged as required and agreed.
- Access to our Secure Client Portal - PFP where you can message and exchange documents with your adviser, access to fund and portfolio information including up to date valuations of your investments, have access to a secure document vault to store your financial documents in one place and through open banking you can collate information from bank accounts, credit cards giving you powerful insights into your spending and saving habits.
