Our core business, and perhaps the service most appreciated by clients, is the regular review service that we offer.
With changes in the economy, investment markets, and your own circumstances, a regular review of investments is absolutely vital to ensure that investments remain “on target”.
So often we receive enquiries from new clients who have built up portfolios over many years and now have no clear idea about whether they should be taking any action on changes. Many “flavour of the month” investments have been hanging around for years doing very little and with no help or advice being received from the bank or building society who sold them.
Our regular review service (in most cases six monthly) ensures that portfolios are regularly appraised for performance and suitability. Changes needed are carried out at no additional cost.
For new clients, an initial appraisal of your portfolio can be made without charge.