Annual
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