Ongoing financial planning – our review process

Our regular review process is the only way to ensure that we can continue to meet your goals, and help you achieve your dreams and aspirations, over the long-term. It is how we ensure you are always involved in the process of achieving your financial aims. As standard, we offer full financial reviews at least once a year and portfolio reviews four times a year.

The financial review is used to track your investments against goals and aspirations set to date, as well as discussing your current situation to find out if your circumstances have changed in any way.

During a portfolio review, we analyse your investments, discuss performance, make changes to any funds that are no longer meeting objectives and re-balance your portfolio back to its original position.  This ensures you ‘bank’ any gains you have made and helps to ensure your portfolio remains in line with your own personal attitude to investment risk.

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