Benefits of becoming a client
When you become a client of you will be able to benefit from a wide range of services, including:
- Full Financial Planning Review
- Recommendaion Reports
- Quarterly Financial Bulletins (available by Post or Email)
- Regular Portfolio Valuations*
- Asset Allocation Reviews*
- Regular Review Meetings*
- Portfolio Rebalancing*
- Discretionary Management* ( via agreed 3rd Party)
- Seminar Invitations*
* = depending upon agreed Service Level
You will also be able to access the Client-only area of our website - see more details below of what this can offer.
Secure website service
By registering and/or logging in to the secure area of our site you can acess the following features, amongst others:
Use our factfind to do keep us up to date with your current contact details/ personal situation.
Quickly and easily complete a range of forms online, which are already pre-populated with your details.
Access our client newsletter, and personal documents which we have uploaded for you.
This facility enables you to view your complete Portfolio of Investments and Policies at any time by logging in to our Secure Client Area.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
Aiken Kennedy Financial Planning is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 176477