Personal Reviews & Advice for Existing Investments
We realise that most people do not keep all of their money with one organisation. As independent advisers, we actively encourage this to spread investment risk. This is known as diversification.
We have experienced people shopping around and seeking second opinions on existing investment arrangements that they may have had in place for some time. Common reasons for this include:
- Client has lost/terminated contact with their existing adviser
- Client is unhappy at the level of fees being paid and is seeking a better deal
- Client requires additional services that their existing adviser is unable/unwilling to provide
We are able to review your existing investments and provide you with a detailed report as to their suitability to your current circumstances and objectives.
This does not necessarily mean that we will recommend the investments are changed. If, in our judgement, we consider that they remain suitable for you, we will tell you so and why we believe this to be the case.
We can provide the review as a standalone service or you can ask us to provide you with ongoing advice by applying for one of our ongoing service propositions. Please click here to access our client agreement for details of the associated costs.