Your Review

It is our role to ensure your planning adapts to your current circumstances
Financial Review

We believe that a review of an existing client and their circumstances should be treated in the same way as when we meet a new client for the first time. So much can alter in our lives and within a very short timescale, it is our role to ensure your planning adapts to your current circumstances.

One of our professional advisers will provide the following service at your review meeting;

  • Re-introduce you to your client journey.
  • Understand your current circumstances and update your personal information utilising our discovery document.
  • Discuss previous recommendations and the plans implemented.
  • Provide an up to date valuation of any investment based products.
  • Re-align your investment based product against your current agreed attitude to risk and capacity for loss.
  • Discuss any shortfall in your planning and how this shortfall can be reduced or eradicated.
  • Implement any new solution agreed (if applicable).
  • Agree through our client proposition the most suitable service level for you.
  • Agree with you the next review meeting date.

The review process may involve a number of meetings to ensure the best client outcome. Your adviser will be able to advise you how many meetings will be required once a discovery document has been completed or updated.
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The value of pension and investments can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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