Ongoing Reviews


We pride ourselves in our long term commitment to our clients and the relationships that we develop with them over the years.

We will review your portfolio on a regular basis to ensure that whilst the world and its financial markets may be constantly moving, your portfolio and the investments within it, are not straying too far from your stated aims and objectives.

We pride ourselves in offering all clients a personal service.  When your plan is set up we will meet regularly and take a proactive role in ensuring that your investments delivers the return that you expect.

Your adviser will be available whenever you require advice so you simply need to pick up the phone and discuss any questions or concerns that you may have.

Too often, we see our competitors focusing on getting new clients and ignoring their ongoing relationships with existing clients. We are a relationship business and as such we want to work with you for the long term. We offer a first class service at all stages.