Valuation of assets

You will have 24/7 access via our 'client web portal' to all of your assets held in your Eden portfolio. Your portfolio, whilst accessible by you as described, will also be constantly monitored by our paraplanner who will ensure that Neil Brown is appraised of any risk to your investments brought about by changes in the marketplace.

The role of the paraplanner is to ensure that we meet our service criteria as laid down in this charter. The planner will book review meetings, prepare portfolio performance reviews and prepare your reports with recommendations for the review meeting between Neil Brown and yourself.

You will receive a bi-monthly newsletter providing information on new products in the marketplace, changes in tax rules, changes in pension rules and any other pertinent information that could affect your wealth.

Whilst wealth management is all about growing and sustaining long-term wealth, protection plans such as income protection, life assurance and critical illness assurance should not be overlooked. Business owners should also give consideration to Key Person cover and shareholder protection.

Protection does not necessarily mean simply taking out appropriate insurance as configuring pensions and investments in the correct way can provide a valuable spousal benefit or protection against inheritance tax or nursing care costs. In many circumstances life assurance should be written in trust. We will review the appropriateness of trusts with you.