THE VALUE OF FARSIGHT WEALTH LTD

Time doesn’t stand still.  Your personal circumstances are ever-changing with world, political and economic factors continually impacting on financial markets.  That’s why it’s important to review, and if necessary adjust your financial plan on a regular basis.

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Introducing Precision

Our proactive client-focused service is designed to help you meet your longer-term financial planning goals.  Your adviser will explain the wide range of benefits of paying for an ongoing service charge.  Please note: It is important to understand that at any time you can decide to stop receiving and paying for this ongoing service.

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Key features of the Precision ongoing service:

Regular reviews
Your adviser will offer you an annual review meeting - an opportunity to identify any new advice requirements. In addition, you’ll receive your annual review pack detailing the performance 
of your financial plan.

Wealth Platform
As a Precision client, you’ll be set up with your secure password to enjoy 24/7 online access to your own investment dashboard, investment analytics data, assets register plus a whole lot more.

Priority Adviser Access
If your adviser isn’t available at any time, simply call Sandringham’s centralised telephone number and we’ll arrange for them to get in touch.

Keeping You Up to Date

Helping you to keep in touch with the market, economic and wider financial developments

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