We like to keep our clients in the loop. That’s why we offer all our Investment Management Service clients a regular personal review, at least once a year. In this review, we’ll double check your current risk profile, capacity for volatility and cash reserves to ensure your portfolio is in alignment. If necessary, we rebalance the portfolio to keep it in your desired risk band.
Beyond this, we review your retirement plans and how your investments are facilitating them, ensure full usage of annual ISA and/or pension allowance, Capital Gains Tax allowance if appropriate, and continually monitor the funds invested using Independent Review Tools. Outside the official review, we’re always around to answer any queries and concerns.