Having worked in other banks previously where service was not important, this became the pivot point that Steven wanted to address. As a client of Mathieson Financial Services, we aim to deliver as follows:

1. Initial Fact finding mission
2. Evaluate current plans and circumstances
3. Advice and recommendations for the way forward
4. Agree an ongoing servicing strategy that meets each client’s objectives

We will also provide an ongoing service to ensure you are kept up to date with markets, taxation and other areas by adding you to our e-briefing service. From here you will obtain detailed regular reports on various topical matters, designed and selected to match your personal circumstances.

Our initial fact finding mission in a no obligation service. Our advice is only charged when you agree to proceed with our advice, knowing beforehand the costs of such advice.