What to expect as a client

We can’t predict what’s to come, nor can we make guarantees about future returns on investments. What we can do however is to use our skills to maximise the chances of you achieving your aims and goals. As a client, you can benefit from;

  • Advice from professionally qualified advisers
  • A focus on your specific needs and aspirations
  • A full assessment of your attitude to risk
  • An open discussion about how you feel about your money gaining as well as losing value
  • Recommendations based on a wealth of experience and knowledge
  • Our unique investment proposition offering risk rated portfolios to match your attitude to risk
  • 24/7 access to our Wealth Platform client portal (link to wealth platform page)
  • One of the lowest platform fees in the market
  • Annual reviews to evaluate your portfolio’s performance and address any changes to your personal circumstances
  • A life-long, on-going working relationship
  • The highest levels of personal service

Our advisers are supported by a team of qualified technical specialists and expert investment managers, as well as the very latest leading-edge technology.

Our ethos is simple. Because we understand you want to get the most out of life, we believe that our financial advice must match your aspirations by delivering the best outcomes.

Keeping things simple – We promise to provide simple and clearly explained advice which has been expertly researched. We’ll also arrange and implement our advice on your behalf.

Open and honest – Before you work with an adviser you will be made fully aware of the processes we undertake and how we charge for the advice we provide – no hidden extras or unexpected costs.

Built around your needs – the financial plan we recommend and any on-going service we provide will be tailored to your specific needs – no off-the-shelf solutions.

We also believe in helping our clients to better understand the world of financial planning.

 

Want to know more?

Call us for a friendly chat on 01382 808 080 or email: plan@sonaswealth.com