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 £2,500pa 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
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