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Ongoing review service

Things change, and so do you...

Over time your personal circumstances and financial goals are likely to change. Alongside this there will undoubtedly be changes in interest rates, stock markets, pension legislation and tax rules.

With the likelihood of ongoing change, it is important to make sure your money keeps working hard for you and that your investments remain aligned with what you want to achieve.

Our professional and friendly advisers can help you stay on top of your investments and ensure your financial plans remain on track. Many of our clients gain peace of mind by having their financial affairs reviewed annually and being kept up to date with relevant news.

What do you get?

Direct relationship

A direct relationship with one of our financial advisers

Along with a team of specialists behind them, meaning you will also receive communications whenever there are changes in tax rules or legislation that could impact on your financial planning.

Valuations

Valuations and statements

During your review your adviser will run through your valuations and statements.

Annual review

An annual review

Including:

  • Reassessment of objectives and attitude to risk to check your plans are still on track
  • A performance overview
  • Review of tax allowances and exemptions
  • An option to undertake a lifetime cash-flow modelling exercise

What does our financial review service cost?

The Review Service is a low-cost way to keep your financial future on track. The charge is 0.365%* per annum of the value of the investments under review. The maximum charge is £3,650*.

Contact us about financial advice

*+VAT where applicable