In order to deliver a range of highly valued services to our clients, we have made some important decisions, which we have outlined below;

• we will always strive to provide regular and ongoing communications with our clients. This communication will be in a form which suits our clients - typically through email, the internet, seminars, our Client Briefing Nights or face to face meetings (or any combination).
• we will always look for new ways in which to educate our clients on the issues that might impact their goals & objectives.
• we will strive to recommend investments our clients understand.
• we will never charge our clients an upfront fee or commission - preferring to be remunerated through a single ongoing fee.
• we will only accept a new client, if it is clear they have a need for one, or more, of our areas of specialisation.

To commit to the above, 50Plus continues to be a small boutique financial planning business, with very close relationships with its clients. Being able to provide such a personalised and relationship orientated business, is where size really does matter!