Advanced Service Agreement

1. Initial face-to-face meeting with named consultant
2. Annual Review of current circumstances with updated information related to your financial plan
3. Half yearly investment valuation and retirement plan
4. Elementum Independent Wrap Service Support (online access to your data). The Wrap offers you a single view of all your portfolio's investment and transactions. The Wrap enables you and your advisor to keep abreast of market changes and to make timely portfolio adjustments. Your advisor will be able to report, arrange transactions and monitor your portfolio from one, centralised online platform
5. Telephone, postal and e-mail access to service support team
6. Annual Newsletter

Areas of Financial Advice

1. Retirement Planning & Forecast
2. Investment & Trust Planning
3. Wealth Creation & Management
4. Taxation Advice & Planning
5. House Purchase Funding

Fees
In our Service Agreement nothing is hidden. You see all the costs that you pay in associated with your investments including the Elementum charges. Elementum are only paid by it's clients and do not receive any remuneration from any other source. This is a very important feature in our advice process ensuring that Elementum has no product bias.

Additional Services

• Additional services are available and individually priced

For further advice Ring 01772 203 222 or email us.