Core Client

We offer a range of service levels catered to help you and your financial future. Our Core Client service will give you access to meetings, reviews and newsletters.

As an Objective Wealth Core Client, you will have access to our core level of service. For no additional cost, you will have access to an annual video meeting or a face-to-face meeting every three years.

At these meetings, you will have the opportunity to discuss your full portfolio, reviewing your funds, tax circumstances and any other areas of financial planning you wish to. You will also receive relevant and up-to-date reports.

We will contact you at least annually to confirm your attitude to investment risk and whether you have a change in circumstances that may require a more in-depth review. Email correspondence is included in this service proposition, and within this email review, we will provide you with an updated portfolio report.

To keep you regularly informed about the funds you are invested in and the wider markets, we will provide a quarterly newsletter that includes comments from fund managers and ourselves. We also aim to host annual seminars to which you will be invited to at a discounted price.

As a Core Client, you will have access to our fully researched Centralised Investment Proposition. We update this quarterly and if there are any changes to be recommended, we will correspond with you regarding the proposed changes.

You will also have access to our legal and accountancy partners to ensure you have a coherent and integrated financial framework.

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