Our clients

Regular reviews

Smart believes it is important to take stock at least once per year . We engage with our clients in a full review of all of their values, goals, attitudes, assets, liabilities, progress etc. We call this the Smart 12 point Review Service. This entails:

1. Your Issues - An update by you on issues requiring attention
2. Strategic Review - An update by your advisor on recommended changes to strategy
3. Investment Review - Looking back on the previous 12 months performance
4. Investment Action Plan - Looking forward & implementing any changes to investment strategy
5. Debt Review - Reviewing your interest rates & debt structuring arrangements
6. Taxation Update - Reviewing opportunities & threats created by changes to taxation law
7. Pensions Update - Reviewing opportunities & threats created by changes to pension law
8. Insurance Review - Providing a check of current levels of cover and policy wording
9. Estate Planning Review - Ensuring your estate planning wishes are current and legally valid
10. Remove the Hassle Service - Sorting through any paperwork received which may confuse
11. Family Review - Discussing any financial issues affecting your family
12. Professional Update - Providing professional updates to your accountant and other advisors