
THE VALUE OF FARSIGHT WEALTH LTD
Let’s Succeed Together
PRECISION ONGOING SERVICE
Time is constantly moving forward, and your personal circumstances are influenced by various global, political and economic factors. This is why it's essential to regularly review and adjust your financial plan as things change.
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Introducing Precision
Our client-focused service is here to assist you in achieving your-term financial goals. Your adviser will outline the numerous benefits of subscribing to an ongoing service charge and you can choose to discontinue this service at any time.
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Key features of the Precision ongoing service:
Regular reviews
Your adviser will provide an annual review meeting to discuss any new advice needs, along with an annual review pack detailing your financial plan's performance.
Wealth Platform
As a Precision client, you'll have secure 24/7 online access to your investment dashboard, analytics data, register, and more.
Priority Adviser Access
If your is unavailable, you can call Sandringham’s centralized number, we'll ensure they reach out to you.
Keeping You Up to Date
We help you stay informed market trends, economic changes, and broader financial developments to make sure your finances are kept in the best shape possible.
