• Annual review meeting ( On or about the anniversary of CORE plan completion)

• Ongoing monitoring of plans to include updating and revising current plan objectives

• Access to the adviser for general queries and advice throughout the year via email, virtual meetings, or calls, these can be broken down into as little as 15 minutes (total of 2 hours per year- logged tracked).

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• Twice yearly review meetings ( at 6 months and on or about the anniversary of Elite plan completion)

• Taking a look at income withdrawals to check they are at a sustainable level

• Taking a look at contributions to check they are enough to achieve a client’s aims

• Proactive advice on specific, relevant planning objectives

• Access to an adviser for general queries and advice throughout the year via email, virtual meeting, or calls, these can be broken down into as little as 15 minutes (total of 2 hours per year -logged tracked).

• Four yearly review meetings ( Quarterly after Elite plan completion)

• Ongoing monitoring of plans to include updating and revising current plan objectives

• Taking a look at income withdrawals to check they are at a sustainable level

• Taking a look at contributions to check they are enough to achieve a client’s aims

• Proactive advice on specific, relevant planning objectives.

• Monitoring business employee benefits processing.

• Access to the adviser for general queries and advice throughout the year via email, virtual meeting, or calls, these can be broken down into as little as 15 minutes (total of 2 hours per year- logged tracked).