S Hill & Co Investment Advisers Limited offer a range of Service Option Agreements which allow clients to choose a service level suitable to their needs.
Under these agreements we are able to offer our clients:
- Free initial consultation meeting ascertaining financial objectives and requirements.
- Highly trained and fully qualifed advisers.
- Analysis of current financial situation.
- Advanced computer software researching 'Whole of Market' for the most suitable product.
- Full report providing analysis and recommendations.
- Comprehensive review meetings.
- Rebalancing of portfolios.
- Bespoke reports detailing Estate values for Inheritance Tax purposes.
- Full administration support.
- Regular updates and communication.
- Access to online services.