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Client Website Demo Meeting
September 5, 2018 @ 5:30 pm - 7:00 pm
Twice a year, we hold an exclusive Meeting with our Investment Clients, for a re-fresh on their Personal Client Website and how to use it in the most effective way to track their goals and their Investments.
It is of highest importance to us at Redwood, that we help our Clients achieve their goals, and the best way to do this is to monitor and keep updated on the progress of our Clients Investments. By using our unique Personal Client Website, we can ensure that our Clients goals are always up to date and reflective of their current situation, so we can then focus our Investment Strategy to meet these goals.
At this Seminar we will:
- Help you to log in to your Personal Client Website
- Show you any new updates to the system
- Help you to navigate the Website to each section
- Explain our unique ImpulseSave function and how you can use this to bridge the gap to your goal
If you have not already reserved your place at this Meeting, please contact Kieran on 01489 877547 to reserve your place now!