Service Level - Signature
- At least (twice yearly if requested) an annual face to face, online or telephone financial review
- On-going access the team at Minster Financial
- Access to your financial portal to view all your investments and communicate with us
- At least, six monthly valuations uploaded to the portal – quarterly if requested
- Liaison, at your request, with any other professional adviser
- On-going administration support
- At least quarterly e-newsletters / investment market updates and budget updates