Most of the clients we meet have some existing investments, savings or pension contracts. These are often a series of disconnected purchases that are not reviewed on a regular basis – the client simply looks at the annual statement and files it.
One of the important roles we perform is to review existing contracts to assess whether they remain suitable for the client’s current circumstances. Within that we consider:
• whether they are still necessary;
• whether they offer good value for money;
• if there is an investment element, is this performing and consistent with the client’s attitude to investment risk; and
• whether the plan should be retained, altered or transferred .
If change needs to happen, we weigh up the pros and cons of its effect on you.
Inflation can improve or ruin your financial plans
Want to find out more?
Get in touch and we can help to put you in touch with the Planner who is right for you. There are many ways you can contact us. Call or email for general enquiries, for something more specific use our enquiry form.