Review Process

Our financial review process is absolutely crucial to the ongoing success of your investments.

For this reason we provide our clients, where possible with at least one meeting per year with a personal adviser in order to review your financial plan, and youll always be welcome to contact us for a face-to-face meeting between review dates.

Ahead of your annual review well contact you asking if there have been any changes in your circumstances since your last review. Once were together well go through the performance of your portfolio together, ensuring we discuss and act upon your current goals and your increased (or reduced) risk capacity; making any necessary changes to your tax wrappers to ensure your portfolio continues to work for you.

Well also use this time to make sure your asset allocation is currently balanced and not exposed to increased risk, and our general taxation review will look into current threats to your portfolio due to any major changes in tax legislation.

Working with wealthy individuals, our professional team work to provide a sustainable base on which you can build your investment portfolio, with your annual financial reviews serving as the springboard towards another year of suitable and appropriate investments.

For a complimentary, no obligation discussion surrounding our financial planning services, contact us today 01932 825233 or email