OUR SERVICE TO YOU
One point of contact
You will have an investment manager who will manage your investments and will always be your main point of contact. You will have their direct contact details so you can request a meeting when you require.
They will review your investments with you at regular intervals to make sure your portfolio is on track to meet your objectives. Your investment manager will also be happy to meet you and discuss anything from changes to your priorities to changing market conditions and the impact it might have on your investments.
Keeping you informed
At regular intervals between meetings we will keep you up to date on your investments. Regular reporting includes:
- Portfolio valuations
- Performance reports
- Transaction schedules
- Capital and income statements
- Commentary on market conditions
You and your adviser, if you have one, can view your portfolio online whenever you wish using our secure website and smartphone app (available for iPhone and iPad).
Our website service provides printable valuations and transaction records, including six months of rolling historical data and two years’ worth of statements.
Tax year-end pack
To make things simple for you or your adviser we will give you a tax year end pack for investment that need to be recorded in your tax return. This includes:
- A consolidated tax certificate
- Transaction schedule
- Capital gains tax report
Safekeeping of your investments
We will automatically register you in the safekeeping of Quilter Cheviot’s nominee service. This gives you added protection and convenience, cutting down on the paperwork normally associated with market transactions. Your investment manager will be happy to explain how this works.
Share your goals with us
Come and see us so we can start working to get you closer to your personal financial goals.
Subscribe to our Wine Club
Whether you enjoy the occasional glass of Sancerre or you’re looking for a vintage to invest in, it’s worth knowing the expert recommendations.
About the author
Paul Bolt, our wine expert, was recently inducted as a Chevalier de Champagne and actively trades on Livex.