Ongoing Service

Our aim at Ward Williams Financial Services Ltd is to establish a long term relationship with our clients.  We know that your life is likely to change over time and we want to be here to help you with good and suitable advice as your circumstances change.

Our Advisers are all Independent which means that we give the best advice for you.

Our Advisers like to meet with their clients at least once a year – but this is designed to meet your needs so sometimes this is more regular, sometimes less, depending on what you want and what is going on in your life.  Our Review Meetings will include a review of the financial planning strategy that has been put in place, a review of investment performance (where appropriate) and advice on recent legislative changes.  We can also provide tax advice and we have a team of experts that we can call upon to give more specialist advice if needed.

We will provide you with a Portfolio Analysis document so we will be able to see together how your strategy is progressing.

At the meeting we will update our files with your current circumstances, confirm or, where appropriate adjust, your objectives, review changes in market conditions and ensure that your policies and investments remain the right ones for you.