Here are a few of our most frequently asked questions…
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How does your On-Going Service (OGS) work?
We offer a flexible and proactive on-going service (OGS) that ensures your financial plans are tailored to your personal circumstances and are up to date.
Whilst you do not have to have an on-going service with us, our experience is that for most of our clients it is the effective method for ensuring that your plans remain suitable. Your circumstances and objectives may well change and progress over time. We will also need to advise you on how external factors such as changes to tax allowances and investment opportunities may affect your plans.
For ease, we have on-going service packages available that we believe add value to our clients. These have been created by considering your needs.
To find out more about our OGS, take a look at our ‘Our On-Going Service to You’ page
If you don’t see the answer you’re looking for, or want to explore your personal situation in more depth, please contact our CWML team. We’d be delighted to discuss your options and help tailor solutions to your financial goals.
