Monitoring ongoing suitability and performance

Advisory Process

We pride ourselves on the ongoing service and relationships that we develop with each client. It is important that your financial planning is reviewed regularly in order to ensure that your pension, investment and other financial products continue to meet your needs. If you aim to achieve investment success an asset allocation review may be relevant. We offer all of our clients an annual report on the performance of their investments and can provide recommendations to meet their needs consistent with current or planned legislative changes. Our annual charge for this service will be agreed in advance commensurate with the time spent reviewing each clients portfolio of investments, products and services.