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INTRODUCING OUR
Investment
Management
Services

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INTRODUCING OUR
Retirement
Planning
Services

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Service Charter

As part of our commitment to providing an excellent service at HCL, we provide* the following:

Annual Review: A complete annual review of your financial strategy
Access to advisers: Unlimited face-to-face, telephone and email access to an adviser
Professionals' Service: Provision of strategic updates to accountants or other professional advisers
End of year tax information as required
Portfolio Construction: Using a scientific risk methodology
Recommendation of suitable asset allocation and investment solution
Portfolio Assistance: Online access to valuations (where appropriate and possible)
Ongoing portfolio reviews
Written portfolio valuations upon request
Priority Response: Phone calls and emails returned within 24 hours
Hassle Removal: Taking the complexity out of administering your financial affairs
Second Opinion: Making ourselves available to consider new ideas
Taxation Planning: In association with your accountant and other taxation advisers
Email updates: Including newsletter and economic commentaries

 

*Subject to individual client requirements

Please note: The Financial Conduct Authority does not regulate taxation advice.