Altero

We offer two distinct types of service to our clients, namely; Management and Transactional. The type of service that you select will be a matter of personal choice although we will be happy to guide you. Of course, it is possible for you to alter the level of service you require at any time. Choosing a Financial Planner is a very important decisio... n and it is our hope that you only need to make that decision once. It is essential to make the right decision. We hope that the following pages will demonstrate our client proposition to make your decision easier. Each of our clients is assured of professional advice from appropriately qualified Planners. Management clients benefit from a bespoke service which is tailored to their individual needs. A typical management client will have their portfolio actively reviewed so that it continues to meet their objectives, within the appropriate time frames and taking account of their attitude to investment risk. Should you opt for this service, you will have an exclusively tailored financial plan created and reviewed by Altero Financial Services. Within our Management proposition we offer three tiers of service level; Comprehensive, Premier and Elite. Our Transactional proposition is purely that; i.e. no ongoing service.Read More