We offer regular reviews for our wealth management clients. We are firm advocates of keeping in touch with our clients. Changes to client’s goals, priorities and objectives inevitably occur. As and when things change, we may have to adapt the financial plan relative to those changes. One impressive benefit of our interactive technology is that it makes it easier for clients to stay in touch with us. We are literally the touch of a button away. And we are always just at the other end of the phone.

There are many reasons for regularly reviewing investments and performance. We need to look at capturing gains and potentially rebalancing holdings if we have not designed a passive strategy. We need to take the emotion out of investing. This may seem a logical strategy, yet it can be difficult for some investors to execute for emotional reasons. Contrary to popular belief there are three certainties in life. The first two, death and taxes, are often quoted.  The third, less often quoted certainty, is that things change. Life changes. Therefore disciplined reviews are essential.  If circumstances change the principals upon which we have built a financial plan may also change.

We provide regular reviews as part of our ongoing management service. Firstly this allows us to track how we are performing in line with original goals. Secondly we can quickly alter the investments within a portfolio based on any life events that occur.  Thirdly we need to remain ahead of the curve in terms of changing taxes, investment markets and product developments.

Reviews are not just limited to face-to-face meetings and clients have access to their investments along with real time valuations 24/7 online. For transparency investors will receive a written set of accounts every year, which lists all trades, charges, gains and any losses within a portfolio. Our clients can review investment objectives every day at the touch of a button, and on an ongoing basis at least once annually with us in person. We will ensure that we review what we recommend today to make sure it continues to be right for you tomorrow. We will ensure that wealth is passed on to chosen and desired beneficiaries as tax efficiently as possible.

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