Often people set up financial plans with good intentions but these fail to meet their expectations due to the lack of an ongoing review against their original objectives (Would you buy a new car and never get it serviced?).
The Ongoing Review Service is suitable for clients who want a relationship with an adviser who is fully aware of their financial affairs and is committed to reviewing them whilst taking account of any changes in personal circumstances, goals, objectives and legislation.
As an ongoing review client you will have the following requirements:
- A reassessment of your financial priorities and a review of your financial plan.
- You want to be confident that your adviser is considering all aspects of your financial situation and not dealing with isolated transactions.
- You want the peace of mind of knowing that your financial affairs will be reviewed at least once a year, either face to face or over the telephone.
- You want the re-assurance of knowing that should anything happen to you there is a professionally qualified adviser who is aware of your affairs and is in a position to help your family or business associates.
If you wish to take a step in the right direction with planning your finances, please feel to
call us on 01626 833225 to find out more or to arrange an initial complimentary meeting.
We can also offer telephone based support as well as more traditional face to face meetings.
