Once we have implemented a financial plan, we can provide you with an ongoing review service.

We offer the same level of service to all clients regardless of the value and complexity of their assets. We monitor the value of investments and rebalance them if they move beyond agreed parameters. We also provide newsletters, valuations, email and telephone support and access to a client portal.

We will review your financial plan regularly to consider your financial position, changes in personal circumstances and market conditions. We will discuss the results of the review with you and, if necessary, amend your plan to ensure your objectives remain attainable.

As you move closer to retirement our focus is likely to change from growing your wealth towards maintaining investment income levels that support your desired lifestyle in retirement. If you own a larger than average portfolio we may also introduce you to alternative and non-mainstream investments that offer sustainable growth opportunities.