Our Client Services

Your financial plans, investments and pensions should be reviewed on a regular basis. For those clients who would like access to ongoing financial advice and support, we provide a fully comprehensive ‘Ongoing Financial Advice and Investment Management Service’.

 

This helps our clients to keep track of their personal finances in one secure location and make informed financial decisions on a continuous basis to ensure that they can successfully achieve their financial goals.  

 

Our ‘Ongoing Financial Advice and Investment Management’ Service includes:

 

Regular financial review meetings (the frequency of which will be confirmed to you at outset) to assess:

 

  • Your needs and objectives

  • Changes in your personal and business circumstances

  • Your attitude to risk and capacity for loss

  • Impact of tax and legislative changes, including available annual tax reliefs and allowances

  • Your Will and personal estate

  • Review of the suitability of your investments

  • Review of the underlying investment funds within your portfolio. This will ensure the funds are aligned to our recommended model portfolio, for your preferred risk profile

  • Provision of a personal recommendation   

 

In addition you will also have access to: 

 

  • A professional investment management service, with access to leading fund managers from across the whole of market

  • In-depth whole of market product and investment fund research

  • Ongoing monitoring and due diligence (including well-respected independent third party due diligence) of selected funds, fund managers and investment portfolios 

  • On-going access to a qualified Chartered Financial Adviser to assist you with any queries or guidance needed/advice at your request

  • Liaison, at your request, with any other professional adviser (e.g. your solicitor or accountant)

  • Ongoing administrative support, including policy administration and liaising with providers 

  • Regular portfolio valuations (6 times per annum); Budget and economic updates (economic updates are published monthly) and topical newsletters (quarterly)

  • Lifetime Cashflow Modelling Analysis (separate charges may apply)

  • 24/7 access to your investment and/or pension portfolios, including up-to-date online valuations (via the relevant provider websites)

  • Personalised 24/7 access to your own, fully secure, online ‘Personal Finance Portal’ via the Sweeny Wealth Management website. This facility also includes a secure messaging facility, electronic document storage facilities, portfolio valuations (which are updated daily), investment analytics data and provides access to the Open Banking Service

Further information about the Personal Finance Portal can be found by clicking here