Annual Reviews

We conduct annual reviews with our clients to review the performance of their investments and pensions and to ensure their assets are being managed tax efficiently.  We include annual valuations.  At each meeting we update their records and find out what changes have occurred since the previous year.  We also ascertain whether or not their lifestyle and financial planning goals have changed for the future.  We then make appropriate recommendations in line with the changes and their new goals.  Most reviews are conducted face-to-face but remote reviews by telephone, post or email for example are possible.