Client Service Charter
Securing the legacy that has been built, and elevating wealth for the future, is fundamental to the prosperity of our clients, their families and corporate enterprises. However, as wealth advisory services exist against the backdrop of an ever-changing landscape, both on a personal and broader economic level, planning is seldom completed through a single, initial financial proposal. An exceptional service, that meets client needs and objectives, therefore cannot be achieved without both Pegasus Private Wealth and our clients being both proactive and responsive to the circumstances which influence the suitability of advice.
A service to suit you
Pegasus Private Wealth is grounded in a considered understanding of the needs of hight-net-worth clients, and in providing distinguished and invaluable counsel to accommodate them. We tailor our service to suit your specific requirements:
- Providing flexibility regarding meeting format – these can be held face-to-face at one of our locations, or your home or place of business, and we can provide remote, virtual support, as well as online access, as desired.
- Mindful of our clients' lifestyles, wealth management services can be provided outside of standard working hours, to ensure it does not conflict with personal or professional commitments.
- We demonstrate persistency when ensuring all relevant personal data is collected, to provide informed recommendations and ongoing review, whilst remaining understanding of the personal preference of individual clients as to the level of disclosure beyond the essential.
- Drawing on our dedicated network of expertise, we provide exceptional advice and implement recommendations reflective of personal objectives, and considerate of applicable tax allowances and fiscal policy and legislation.
- We provide regular communications relevant to your planning needs and ensure recommendations are presented clearly, providing a full breakdown of fees prior to application.
- We remain efficient and responsive in all communications and instructions, providing clear timescales for return.
- We always act with sensitivity and discretion, recognising the additional considerations and measures often necessitated for clients with substantial wealth, and incorporate special provision to our service, to meet these needs.
- We work with our clients and their families across generations, providing ongoing advice and value, in support of our clients’ objectives – we are invested in our clients’ futures, and do not simply hold single interactions.
Your pledge to Pegasus
Effective, and therefore successful wealth management, is ultimately determined by all parties being fully engaged. We cannot provide the curated and high-quality service offering to our clients if there is not an equal commitment in return. In establishing a working relationship, Pegasus Private Wealth endeavours to deliver the service outlined, provided our clients covenant to:
- Remain accessible for the wealth management process - participating in discussions to inform recommendations and thereafter, to engage with Pegasus Private Wealth on at least an annual basis, or more frequently as circumstances dictate, to ensure regular review of advice, circumstances and advancement of objectives.
- Disclose all necessary information, accurately and in as timely a manner as circumstances permit, to allow Pegasus Private Wealth to undertake its responsibility in providing best advice.
Got a question?
Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.
