Ongoing reviews

To keep you on track for a financially secure retirement, we provide an optional financial review service. 

Ensuring you remain on track - For clients with £100,000+ of invested assets

This ongoing review service is available to clients with £100,000 or more in invested assets. This is an optional ongoing review service designed for those clients who feel there is a need to monitor their progress to their financial objectives.

The service includes an annual face to face meeting, with a 12 monthly valuation report, to review the underlying performance of your investments.

Among other things, this tracking service involves keeping investments in line with your tolerance to investment risk, a review of your ongoing retirement income needs and confirmation that you remain on track in terms of your financial security.