On-going Monitoring and Reporting
Representatives have some of the most advanced financial and insurance planning software in the industry and this can include regular monitoring of investment portfolios. This ensures that the client's strategies, where requested by the client, remain within the pre-determined parameters required to meet the short and long term objectives.
As a Principal Member of the Financial Planning Association AFS is committed to the highest standards of professional advice and service, and as a further commitment to client satisfaction AFS is a party to the Financial Industry Complaints Service (FICS) for insurance related matters. This organisation is recognised by the industry as an independent complaint handling body.