GOLD SERVICE LEVEL

As a Gold Service Client of Pearson Financial Consultants Ltd. we will provide you with our highest level of service.

You will benefit from regular reviews, investment monitoring and valuations. This will enable you to get the maximum benefit from our investment management and advice expertise.

• Review Meeting - we will provide reviews for you on a quarterly basis which can be by face to face meeting, telephone or correspondence.
• Valuation Service - we will provide a quarterly valuation of your pensions and investments.
• Portfolio Reviews - your portfolio will be reviewed quarterly, or at an interim time if required.
• Market Developments - we will contact you if there is a significant movement in markets and we feel we need to alter your portfolio.
• Opportunities - we may contact you or write to you if there are any opportunities which we think may interest you, or if there are any important developments which we feel may affect you.
• Tax Deadlines - we will remind you of important tax deadlines if appropriate.
• Welcome Pack - we will provide you with our welcome pack which include important information for your retention.
• The Gold Service level is provided at a charge of 1% per annum (subject to a minimum charge of £1,000) of the total value of your funds under our management.