Review and continuing advice
Our commitment to your financial security goes well beyond the
initial financial plan. It is important not to “set and forget”.
As your needs and objectives change, we appropriately adjust our
original strategic recommendations to accommodate the changes in
your life.
In consultation with you, we will regularly review the performance
of your investments and make appropriate recommendations based on
current trends, changes in laws and changes in your circumstances.
The regularity of periodic reviews will be agreed with you. Typically
this will be at least annually but may be six monthly, quarterly
or even monthly, depending on your particular needs and circumstances.
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