Following the formulation of an investment strategy and subsequent creation of an investment portfolio, participation in our Ongoing Financial Planning (review) service ensures that all aspects of your financial planning portfolio are adjusted for legislative change, remain appropriate to your personal situation and therefore that your investment portfolio remains in line with your desired risk / return profile.
Our Ongoing Financial Planning advice service includes a formal annual written valuation and review.
However if issues arise that require more urgent action we do not wait until your annual review to provide advice.
We are regularly reviewing all recommended investments and provide written advice where we feel a change is appropriate for your personal financial circumstances.