Financial Reviews

When we work closely with you it would be prudent of us not to review your circumstances and finances. The aim of these reviews is to ensure that the policies you have meet your stated financial objectives and your investment risk score on an on going basis.

During a financial review we may cover the following, dependent on your own policies, also this list is not exclusive: Valuation of your investments, fund performance updates, fund value information, fund switching, withdrawal advice and taxation advice.

As well as discussing your policies and finances we will also discuss your personal circumstances which may have changed. This will allow for an over all picture to help in the review.

These reviews build a complete portfolio of your individual objectives and priorities. This allows us to check your financial and personal circumstances are still being met, making appropriate recommendations, deciding what changes to make and ensuring that we are doing our best for your finances.