Ongoing Financial Support
Adaptable, expert guidance to keep your financial plan aligned with your evolving life and goals.
The Enduring Value of Continuous Financial Guidance
Your financial plan is not a static document; it's a dynamic roadmap that needs to adapt to life's inevitable changes, market fluctuations, and evolving legislation. Relying on a 'set and forget' approach can leave your financial future vulnerable. Our ongoing financial guidance ensures your plan remains relevant, effective, and on track. We provide proactive adjustments, regular reviews, and continuous monitoring, taking the burden off you and providing invaluable peace of mind that your financial wellbeing is always under expert care.
Tailored Ongoing Support: Adapting to Your Evolving Needs
We understand that every client's financial life is unique and changes over time. That's why we offer three distinct tiers of ongoing support – Core, Enhanced, and Premier – each designed to match different levels of financial complexity and desired engagement. From foundational investment monitoring for simpler needs to highly comprehensive, proactive management for intricate financial lives, our tiered approach ensures you receive the precise amount of dedicated support that best suits your needs. We partner with you to choose the level that brings you the most value.
What Ongoing Support Means for Your Financial Future
Regardless of the service tier you choose, our ongoing support is designed to add continuous value to your financial life. It means having an expert financial advisor by your side, ready to provide timely advice and strategic adjustments. You benefit from regular review meetings, continuous portfolio monitoring, and proactive administrative support. We help you stay on track with your investment and pension plans, provide clear annual valuations, and ensure your financial strategy always aligns with your goals. Ultimately, our ongoing commitment provides the confidence and clarity you need to navigate your financial journey successfully.
Frequently Asked Questions About Our Ongoing Services
Life circumstances change, markets fluctuate, and tax laws evolve. Ongoing financial advice ensures your plan remains robust and relevant over time. It allows for continuous monitoring of your investments, proactive adjustments to your strategy, and consistent support to help you achieve your long-term financial goals, providing continuous peace of mind that your finances are in expert hands.
The frequency of your formal reviews depends on your chosen service tier. The Core Service includes one annual review meeting. The Enhanced and Premier Services both offer a minimum of two comprehensive review meetings per year, with the Premier level allowing for more as needed to accommodate highly complex financial lives. Beyond scheduled meetings, your portfolio is continuously monitored across all tiers, and we're always available for ad-hoc queries based on your service level.
Yes, a key component of our ongoing service across all tiers is the continuous monitoring and management of your advised investment portfolios. This includes regular reviews of your fund holdings and providing recommendations to ensure your investments remain aligned with your risk profile and financial goals. Rainbird Financial clients also gain access to our Discretionary Fund Manager (DFM) partners for advanced portfolio construction.
Our ongoing service fees are typically calculated as a percentage of the total assets under our ongoing advice, subject to an annual minimum fee depending on your chosen service tier. This fee is usually paid by deduction from your investments. For a complete and transparent breakdown of all our fees and charges, including specific percentages and minimums for each service tier, please visit our dedicated Fees & Charges page.
Yes, we understand that your financial needs and preferences can evolve. You can discuss adjusting your ongoing service level with your financial planner at any time. We'll work with you to ensure your chosen tier continues to provide the most appropriate and valuable support for your current circumstances. If at any point you want more comprehensive support, or even if you want less, then you are welcome to change the level of ongoing advice you receive.
Ready to Plan Your Financial Future?
Contact our expert team now to discuss how we can help with your needs. It's never too early to plan for tomorrow, your financial future starts today. Let's plan it together.
Get in TouchWhat Our Clients Say
"I just want to say thank you for the peace of mind you gave us. Now we can focus on enjoying retirement without worrying about how we're going to fund it"
- Fiona
"Professional, knowledgeable, and genuinely caring. You helped me build a great plan and navigate my investments with confidence."
- Jane
"You made it all seem so much easier, and completely eliminated the things I was worried about. Looking forward to catching up again soon."
- David
"There's nobody else we'd rather work with. No pretence, just common sense advice for normal people"
- Emily