Diamond Programme

At ad+ financial we believe that professional financial advice can add significant value to individuals and businesses. It is because of this belief that we provide a comprehensive ongoing review and planning service designed to create real value for our clients.

As your partner in building wealth and security, we focus on ways that we can help you to live the life that you want to live, and work closely with you to achieve your financial freedom. By engaging ad+ financial you assure yourself of regular financial checkups and access to new ideas brought to you by the ad+ team. Choosing a financial partner is one of the most important decisions you will ever make. Take your time, choose wisely, and we hope that we can earn the right to work with you into the future.

An Annual Review Meeting With Your Adviser Including	A Complete Review Of Your Financial Strategy The ad+ 12 Point Financial Health Check
Unlimited Telephone & Email Access To Your Adviser
Unlimited Face To Face Access To Your Adviser Between Review Dates
The Professionals Service:	Providing Strategic Updates To Your Accountant & Any Other Professional Advisers Supplying End Of Year Taxation Information (as required) Recommending Suitable Professionals As Other Needs Arise *Ensuring that everyone on your financial team provides advice in a co-ordinated and professional way.
The Portfolio Construction Service:	Using A Scientific Risk Profiling Methodology Design Of A Suitable Asset Allocation Portfolio Design and Construction
The Portfolio Management Service	Online Access To Portfolio Valuations Portfolio Monitoring Re-Weighting of Asset Allocation To Benchmark Written Portfolio Valuations On Request
The Priority Response Service	Phone Calls & Emails Returned Within 24 Hours
The Remove The Hassle Service	Taking The Complexity And Hassle Out Of Administering Your Financial Life
The Second Opinion Service	Making Ourselves Available To Consider New Ideas From Whatever Source They May Originate
The Inheritance Tax & Estate Planning Service
The Taxation Planning Service	In Conjunction With Your Accountant And Other Taxation Advisers
The SIPP Service	Value Added Strategies Using Self Invested Personal Pensions (SIPP’s) Specialist Advice For Owning Business Premises
The Pensions Service	Pensions Advice Pensions Review Pensions Consolidation

ad+ financial is a trading name of Holyrood Asset Management Ltd, who is Authorised and Regulated by the Financial Services Authority.

ad+ financial is entered on the FSA register (www.fsa.gov.uk/register/) under reference 192637

The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Registration address as company address
Registration number: 196766
Registered in: Scotland

Company address:
ad+ financial, 1 Cambuslang Court, Cambuslang, Glasgow, G32 8FH
Telephone: 0141 643 9200
Fax: 0141 643 9201

Email: info@adplusfinancial.co.uk