Our objective is to build a long-term relationship with you, and following the implementation of initial actions agreed as part of your plan, we will remain on hand to support you over time. Our ongoing service can be tailored to meet your individual requirements, but will typically include: •A regular review of your goals and objectives; ensuring we are fully appraised of your requirements means we are best placed to manage your affairs and identify opportunities. •Ongoing scrutiny of the different elements of your financial plan to ensure you continue to achieving best value in an ever changing world, including ongoing assessment of the most appropriate tax wrappers, product types, product providers, fund managers, portfolio managers etc •Continued access to adviser only portfolios/solutions; many investment solutions are only available to professional advisers authorised to give financial advice. •Monitoring of your strategy against evolving goals and adjustments where appropriate. •Updates to your cash flow model as appropriate, and use of the model as a decision making tool.