Premier Service Agreement

1. A Bespoke consultancy for those with complex financial affairs. Requiring comprehensive solutions and evolving a plan covering total financial needs
2. Excellent for those who value face-to-face advice and proactive management of their finances

1. Full initial review and detailed implementation plan - with key dates for next meeting
2. Regular communications informing you of new ideas and changes in markets to potentially maximise the growth of your funds
3. Face-to-face meetings as and when required
4. Annual Review
5. Revised plan and recommendations following the annual review meeting
6. Named person back up contact to maintain personal and dedicated service
7. Access to "Specialist Services"
8. 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
9. Specialist and technical support
10. Annual Newsletter

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

Remuneration
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 bespoke services are available and individually priced

For further advice Ring 01772 203 222 or email us.