Reviews
It is vital that regular reviews are carried out to ensure your Needs. Priorities & Objectives are being met. This is achieved in by way of a Personal Review and Asset Reviews.
If you have requested an ongoing service, you will be kept up to date with your investments in accordance with the Fee Agreement you signed.
Personal Review
Asset Reviews
In addition to the valuable information that will be provided at your review date, you will also have the opportunity of regular meetings, either face to face or remotely to discuss your financial Needs, Priorities & Objectives.
It is important that the assets that underpin your Investment Strategy are regularly examined to provide the best opportunity for acceptable returns in terms of growth and/or income.
We review these on a quarterly basis.