Annual Client Reviews

We provide an annual client review service to help you meet your ongoing annual review requirements and to meet the regulatory requirements of MiFID II. We offer a number of types of review suitability report, including annual drawdown reviews, which will correspond to the complexity of your client’s financial affairs and the level of service that they have agreed with you.

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The regular review service is competively priced and starts from £75 per annual review report.

 

Where required, we can also provide comprehensive cashflow forecasts to accompany your annual client review report.