Classic
Perfect for a busy lifestyle, yeendFT’s At Your Service Classic, is designed to bring calm to your financial confusion – without you doing a thing. We want you to enjoy reaping the benefits of intelligent financial planning, while we do the hard bit. By keeping you up to date with the performance of your savings and investments, ensuring you continue to maintain the best mix of assets to achieve your objectives and carrying out an annual ‘Bank Check’ to achieve optimum interest rates for your money, we will ensure you get the most out of your finances.
But, perhaps the most vital part of the Classic service is the Annual Review meeting. This provides you with a complete overview of your financial situation, with an evaluation of the preceding twelve months as well as a projection for the year ahead. If you are interested in seeing your money work to its full potential, then this meeting is invaluable. However, aside from this yearly consultation at our offices in Woolsington, we are always just a phone call away if you have a query or need some financial advice or support – and you will receive a regular newsletter to keep you in touch with the latest in the world of monetary matters.
To find out more about how we can take the hassle out of financial planning and save you money in the long run, simply get in touch. If you are already a client, you can join At Your Service immediately but if you are contacting us for the first time, discover how our customised approach can best benefit you with a complimentary consultation