Welcome to Me Financial Services, we have over 12 years of expertise
Town Hall House, Bovey Tracey
Devon, TQ13 9EQ
01626 833225
[email protected]
Mon - Fri 9.00 - 17.00
Saturday and Sunday Closed
GUIDES
FORMS
The Benefits of an Ongoing Relationship
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?).
Our 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.
Our Ongoing Review Service can provide you with a review of and advice on your investment / pension portfolio incorporating:
To continue to act between your existing product provider(s) with a view to arranging the sale, purchase or holding of existing funds within your investment product(s).
The recommendation to buy, sell or hold existing funds held within your existing investment product(s) ensuring that they meet our strict selection criteria, in line with your attitude to risk.
Carrying out research to ensure that your current investments continue to be suitable.
The gathering and updating of information regarding your personal and financial situation (fact-find).
Providing you with an updated portfolio valuation statement along with an updated portfolio report, showing the current holdings in cash, fixed interest, property and equities indicating how this relates to your attitude to risk.
Telephone 01626 833225 to find out more or to arrange an initial complimentary meeting
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