• Chase Smythe & Co
  • Capital House
  • Mill Road
  • Shrewsbury
  • SY3 9JT
  • Tel: 0845 122 115
  • Fax: 0161 874 7001

Financial Advice... pure and simple

{company.name} provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right times and at the right cost. It's simple!
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Financial Advice... pure and simple

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Services we offer

 Chase Smythe & Co offers a range of services backed by knowledge, expertise and experience.  Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.

Services Essential Choice Aspire Preference
Ongoing meetings
Telephone update (1 per year) √
Main annual review meeting
 √ √ √
Interim review meeting (1 per year) √ √
Ad hoc meeting √ √ √ √
Reporting
Valuation / strategy report (1 per year) √
Main review meeting report (1 per year) √ √ √
Interim review meeting report √ √
Ad hoc report √ √ √ √
Investment approach
Re-balancing (1 per year) √
Re-balancing (2 per year) √
Bespoke portfolio management √ √
Contact
Telephone / email direct access to IFA √ √
Telephone / email assistance via the office √ √
Proactive client contact √ √ √
Administration
Client file retention √ √ √ √
Forward provider correspondence √ √ √ √
Annual newsletter √ √
Quarterly newsletter √ √
Professional services
Liaising with 3rd parties √ √
Production of end of year tax statement √ √
Bespoke services
Provision of additional bespoke services √
ANNUAL COST – CORE PACKAGE £ £ £ £

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