Ongoing Service

Nothing stays the same forever. Investments that are good or right today, may not remain good or right in years to come.

Ongoing Independent Financial Advice

When we build a pension or investment portfolio for you that is just the beginning. We want to make sure the quality we build for you on day one is maintained throughout the lifetime of your portfolio.

We review, monitor and make recommendations to continually adapt your Pension or Investment Portfolio throughout its lifetime. The alterations we recommend are based on the following:

  • Your individual changing needs and financial situation
  • Investment & economic conditions
  • Geopolitical risks
  • Performance of assets and funds
  • Risk, it can increase or decrease
  • Costs can change
  • Fund managers can resign or retire
  • Legislation and rule changes which impact your portfolios

Because of our strict quality criteria at outset, we don’t see wholesale change from year to year. But we do see change.

If your circumstance dictate change is required, your portfolio will be adapted to keep you on track. Any funds or assets that fall below our quality standards are removed and replaced. If economic or political conditions move against your portfolio, we change the percentage weighting of assets and funds to help combat these risks.

This means your portfolio evolves over the years taking into account the ever-changing world and the impact it has on your wealth.

Our Investment Philosophy gives you a great start in improving your wealth, but it’s the ongoing work we do for you which really makes the difference.

Please be aware you are not certain to make money, you may incur a loss as investments can go down as well as up.

If you want ongoing help with new or existing pension and investment savings, we would be happy to help. Give us a call or send us an email.

Tel: 01555 673861  Email: