PROACTIVE

manning dots

MOVE FORWARD, FASTER

We suggest new ideas so you can maintain your lifestyle and help your money work harder for you.

Clients on our Progressive package will have the following benefits:

  • Annual face-to-face progress meeting
  • Quarterly investment monitoring
  • E Newsletters
  • Second opinion service
  • Reduction in will writing fee
  • Liaison with other professionals
  • Free withdrawal from investments
  • Your financial folder
  • Out of hours appointments
  • Free witness certification
  • Client file maintenance

DOWNLOADABLE PDF

FOR MORE INFORMATION

To find out more get in touch with Manning & Company via our online enquiry form. Please click below to get in touch.