Ongoing Service

Our service package is designed to meet your existing and growing needs as your investment portfolio develops.

As a Searchlight Investments client you will be entitled to;

  • The option of an annual face to face strategic review meeting at our office.
  • 1 annual Portfolio Valuation Report sent to your address.
  • Annual rebalancing of your portfolio to realign the investment to your identified risk profile.
  • Access to Searchlight advisers by phone/email/Skype.
  • 24 hour web access to your portfolio dashboard to monitor investment performance.
  • Access to the free Elevate iPad App.
  • Quarterly Newsletter covering market trends emailed directly to you.
  • Financial e- alerts, reminders and exclusive offers keeping you up to date on topical issues.
  • Appropriate referrals to specialist professional firms such as solicitors & accountants.
  • Emailed monthly Market Report.

As different investors have different needs, further chargeable services are available on request as follows:

  • An increased number of face to face strategic review meetings.
  • A higher frequency of Portfolio Valuation Reports.
  • Tax Planning Services.
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