Keeping in touch
Being able to track your portfolio and stay up-to-date with your investments is very important.
Portfolio valuations
You can request a valuation of your portfolio at any time which we can provide over the phone, by email or post. We charge £15 plus VAT per paper valuation for non-fee paying clients. You will automatically receive an annual valuation for your own records.
We will also issue a contract note each time a transaction takes place on your portfolio, unless you choose otherwise.
Online access
Through our secure website, you are now able to access your portfolio online. This means you can check your holdings and receive a daily valuation of your portfolio at any time.
Portfolio analysis
We have recently invested in software which will enable us to provide advisory and discretionary clients with bespoke portfolio analysis.
Statements and reports
For those of us who prefer to read about our investments on paper rather than on screen, we also provide a range of written statements and reports, including information required for annual tax returns.
Client review meetings
Your Investment Executive can arrange to meet you at a time and place that is convenient to you on a regular basis. These meetings allow us to discuss your future requirements in detail and enable you to address any queries you have or changes you may want to make to your portfolio or service.
Portfolio administration
In addition to providing you with up-to-date information about your portfolio, we will also take care of any paperwork associated with changes to your account.
We’re here for you
To find out more, please call
0800 141 22 44
invest@rowan-dartington.co.uk
If you are an existing client please contact your branch directly >