If you have recently joined us from Vernon Stevenson Financial Services you might have some questions. We have tried to anticipate some of them below. If your question is not answered please do not hesitate to contact us via phone or email.
Will my investment funds change?
No. Recommendations may be made at your annual review however this is just a recommendation and ultimately it is your decision if you wish for anything to be changed.
I currently receive monthly withdrawals/make monthly deposits will this affect anything?
This will not affect your monthly withdrawals/deposits, they will carry on as usual. If you wish to stop them or make any changes, contact us and we can arrange this for you.
Will this affect my annual fees and charges?
No, they will stay the same. If in the future, you wish to change into a different portfolio there may be fees and charges however this would all be discussed with you and we would not change anything without your agreement.
Who do I contact?
Gemma or Abbey are always around to answer any general queries, anything they cannot answer will be passed onto Kevin, your financial advisor.
Will I receive the same service?
Nothing is more important to us than you are receiving a service you are satisfied with. Here are some of the things we can offer you at Holistic Finance:
Annual reviews – life is full of surprises and changes; we will meet with you annually to review your plan and ensure it adapts for you and your circumstances
24-hour online access to your investments (depending on your provider)
Email support – including out of office hours
Friendly and approachable team