Personal Services

As a Slater Financial client you’ll have access to:

Review and Valuation Service

You can get live valuations 24/7 on your investments and pensions in seconds from the client login section of our website. This is via our state-of-the-art, award-winning technology, together with live statements for your bank/building society deposit and current accounts. This means you can now have all your financial information together in one place, available in seconds from anywhere in the world via computer, laptop, tablet and mobile technologies.

Regular Review Meetings

You’ll have unlimited telephone, email, and secure messaging access to your Adviser, together with face-to-face meetings to review your finances annually (on average) or on an ad hoc market-driven basis.

Administrative Support

You’ll also have unlimited access to dedicated administrators via telephone, email or secure messaging system.