Since the very beginning, Moneyweb has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make.
At Moneyweb, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.
Our core values ensure we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business. By using Moneyweb, you can be sure that your collective financial needs can be regularly reviewed and discussed, if required, in an ever-changing financial climate.
Our Evolution clients benefit from the following service:
Annual review meeting
As part of the Evolution service, your financial adviser will arrange an annual face-to-face financial review meeting, at our office, your home or your business premises, during which we will revisit the following aspects of your financial planning:
- Review and update of your personal and financial data
- Re-confirm and/or adjust your attitude to risk
- Review tax wrappers and their continuing suitability
- Discuss the performance of your investments including portfolio, fund and asset allocation
- Review portfolio construction including re-balancing to benchmark (if appropriate)
- Manage cash balances within your investments
- Agree an action plan if any changes are required
It is important that we do this at least annually, as it allows us to identify and discuss any changes that may need to be addressed.
Six monthly update report
This report will include the following information:
- An updated valuation of your investments including portfolio, fund and asset allocation (if appropriate)
- A comparison of the performance of your investments since the last valuation
We can discuss the content of the report and arrange a meeting if appropriate to answer any questions that you may have.
At any time between your scheduled contact, you can request a valuation which can be followed up by a meeting with your adviser if required.
Personal file management, advice and support
We will deal with any changes to your personal information or circumstances and update our records accordingly before notifying you of any product providers as required in relation to all active polices. This includes changes to funds and or asset allocation, managing income, and any other relevant changes such as change of name or address.
If the need arises, we will introduce you to our carefully selected and trusted professional partners who can provide you with appropriate legal advice and accountancy services. In addition to this, we can introduce you to other professionals who can provide you with specialist advice in areas such as General Insurance (Buildings & Contents, Motor Vehicle, Business & Commercial), Stock Broking, Equity Release, Commercial & Residential Mortgages, Long-Term Care Planning, and Occupational Pension Transfers.
Face-to-face, email and telephone assistance
You will have unlimited priority access to a dedicated adviser and our administration support team either face to face in our office, or by telephone or email during normal office hours to deal with any questions you may have.
We will keep you informed, by e-mail or letter, of any investments or other financial products or services that may be of relevance to you. You will also receive a priority invitation to any events that Moneyweb organise during the year.
We will keep you up to date with any financial news by providing you with a newsletter sent directly to you by e-mail or post on a quarterly basis.
We will provide you with our interpretation of the budget summary.
Loyalty implementation fee scheme
We are striving to develop lifetime client relationships, and with this in mind we have developed a loyalty implementation fee scheme for existing evolution clients to thank them for their business. After a 12-month period, existing clients can take advantage of a reduced implementation fee when investing additional monies. Please contact us to find out more.