Annual Review

Within a year a lot can change, both with markets and your life. It can therefore be very useful to have a review with your Adviser to ensure your plans are still on track.

If the ongoing fee income we receive exceeds £1,500pa you will qualify for our Annual Review service. (Alternatively you can pay the difference for this service).

An annual review covers the following points:

  • A review of the recommended investment or pension to ensure ongoing suitability
  • A performance update of your portfolio
  • A check to see if your personal circumstances or goals have changed
  • A cash-flow forecast review (if applicable)
  • A review of your attitude to investment risk
  • A check to see if any change in your tax status affects your plans
  • A chance for you to ask questions or make changes to your portfolio
  • Changes in legislation

 

Get in touch