Review Service

For clients who simply wish to have their investments monitored and reviewed on a long-term basis, we offer the following proposition:

  • Annual consolidated portfolio valuation

  • Annual meeting with an adviser to discuss and update your financial plan

  • Rebalancing of clients’ portfolios

  • Discounted access to the market

  • Discounts that increase with the value of investments

  • A financial plan based upon client specific goals which are reviewed and updated regularly

  • Independent psychometric testing to ascertain client attitude to investment risk

  • Cashflow modelling