Ongoing Service

We know that your aims and objectives can change over time so we also offer a comprehensive ongoing face-to-face review service. This ensures you can benefit from our support over the long-term and,together, we can make sure you remain on track to achieve your financial objectives.

Our ongoing service includes:

Face-to-face annual review and report
We will arrange to meet with you at least once a year to assess whether your personal circumstances or objectives have changed in any way. We will showyou how your investments have performed since we started working with you, and benchmark progress against your objectives.

Unlimited remote access to your dedicated team of professionals
Including your Financial Planner, whenever you need it.


Our priority response service
We are committed to responding to all telephone calls and emails within one business day.

Half yearly portfolio valuation statements
Produced in April and October.

Paper valuations available on request
We appreciate that some clients may not have internet access, so we are happy to provide you with a valuation of your portfolio by post whenever you need it.

The WK Financial Planning service commitments
Designed to make sure you know what you can expect from us.


The value of investments and income from them may go down. You may not get back the original amount invested.

Past performance is not a reliable indicator of future performance.