Our Meridian service is designed to give you a more personalised, interactive approach to financial planning.
In addition to the Annual Review benefits, you will be entitled to a face to face meeting with the head of Finance Shop’s Investment Committee and Chief Investment Officer, Andy Parkes. Andy can give you an overview on how your investments are positioned and his views on the wider market. Also, once a year, you will receive a Personalised Portfolio Summary* which includes:
SUMMARY OF HOLDINGS – An easy to read 1 page summary of the plans you hold with us listing the key points including an up-to-date value. This is a very useful “at a glance” list of your portfolio giving all the important information in one place.
INDIVIDUAL PORTFOLIO PERFORMANCE – a full breakdown of each component in your portfolio giving you details including risk, return, asset allocation, geographical allocation and top ten holdings.
AN OVERALL PERFORMANCE SUMMARY – this combines all your plans and gives a breakdown of how your overall portfolio has performed.
* Please note that if you are a member of our DPM service, you will not receive this document. You will instead receive a quarterly DPM report.
Please get in touch to find further details on the availability of this premium service. Minimum fund / premium levels apply.