Annual Investment Reviews

Having put the financial plan into place, the second element of our service is to keep it under review. We carry out formal valuations of your investments once every six months. At this point your investments are reviewed in terms of their ongoing suitability and we consider whether the mix of assets is appropriate, given your view of investment risk and the changing economic environment. We would also expect to meet with you once a year to discuss how your position has changed so that this can be reflected in the revised financial plan. Where necessary, we will also carry out reviews of your portfolio. These can be triggered by events affecting your investments e.g. changes to fund management groups or unexpectedly good or bad performance (revisions to your portfolio brought about as a result in changes in your circumstances or objectives may invoke an additional fee).