At Brighton Financial, we have been developing our ongoing services recently to ensure that we deliver what is meaningful and relevant to our clients.
In our experience, too many financial planning firms provide a great deal of ‘stuff’ for clients, much of which is not needed by clients. Our aim is to provide only what is needed whether that be interesting articles and maintaining the appropriate level of contact.
We understand our clients are busy. We also understand that our clients entrust us with their financial planning. They know we will review things with them regularly and keep an eye on things, getting in touch only when there is something interesting and relevant to them.