Option (1)

ANNUAL REVIEW MEETINGS WITH YOUR ADVISER

This is our standard review process and designed primarily for those clients selecting our restricted investment advice option. Generally speaking, this service is geared to clients requiring the undertaking of single transactions and are satisfied with a yearly review.  

Face-to-face meetings are available with a Statehouse Adviser but we may in certain circumstances offer a telephone, skype or meeting at the office at a reduced cost.

This option is provided through Statehouse Financial Management Limited.