© Mark Anthony Financial Management
Review Program
Financial Profile
Retained Advice -
Advice often does not always hold its value unless it is maintained. With this in mind, we offer our clients a regular financial review.
We believe that regular reviews are vital to secure the best results.
This service provides for a full Financial Review on an annual basis and unlimited
access to your adviser by telephone, e-
For the review program Mark Anthony Financial Management charge a fee in the same way that an accountant or solicitor would charge a fee for services.
It will provide for an up to date Statement of Current Affairs for all investment, pension and life assurance policies held by our clients. An annual meeting will be conducted and followed by any appropriate recommendations and an annual risk profile will also be completed.
Mortgage review service: this is also included in the cost of your annual review program.
For an informal discussion please contact us or ask us to contact you.
To enable us to establish your true financial needs and requirements it is important to understand your personal and financial circumstances. We identify these at an initial meeting.
A Personal Financial Profile will be completed at this meeting so that advice can be given. The information is treated in the strictest of confidence in line with data protection laws. A commitment fee is charged for this service.
For the fee you receive: A Review of existing policies, our research, illustrations provided, advice and recommendations at a second meeting.