The majority of financial advisers review their clients’ investments and underlying funds on a periodic basis. This tends to be every year at an annual review meeting or sometimes, every few years, depending on the level of service provided.
Between these reviews therefore, the actual performance of your invested finances is not being actively monitored by your financial adviser.
At Explore Wealth Management, we believe that some clients would prefer the peace of mind that a more frequent and proactive review service could bring, which is why we operate a Clever Adviser monthly monitoring system.
Clever Adviser enables our team to closely monitor our clients’ investments to ensure that they continue to offer returns matching their individual views on risk.
To find out more about Clever Adviser, click to view the video below, or call us today on 0191 285 1555 to arrange a meeting with one of our dedicated advisers.