Our investment review service is a Six step approach, we will:
- Carry out Initial Discovery meeting.
- Establish what Income & Capital future requirements you have and understand your specific situation.
- Understand your Risk Profile, Capacity for Loss and your understanding of the current plans
- Contact all your current providers to obtain all relevant information- this process is detailed and time consuming. There are a whole host of questions that our team will ask each provider, depending on what type of investment it is.
- Analyse the various Investments, look at the costs, guarantees, potential benefits, risk of the current funds and understand if they meet your risk tolerance
- Provide you with a tailored Suitability Report which will include any recommendations.
This service is provided at no cost and no obligation to proceed with the recommendations.
Second opinion service
This is a complimentary review of other assets or proposals, from whatever source they may originate. This service is provided at no cost and no obligation to proceed with the recommendations.