Reviewing your investment portfolio is essential if you want your money to work as hard as possible for you.
If you buy a car you know it is sensible to have a regular service, ensuring that it is properly maintained, the aim being to avoid it breaking down and you having to pay nasty repair bills. It is the same with your investments.
It is a service that carries a cost but it is well worth the price. Evidence shows that even in the toughest of global financial markets, consistent management and regular reviews pays for itself as there are always gains to be made somewhere.
When you first invest your money the adviser will have spent much time researching which funds to use to provide you with a portfolio that is appropriate to your attitude to risk. Over time some of those funds may fall out of favour which may be for numerous reasons: the fund manager may change, the fund may alter its investment strategy or the geographical sector may stop performing. Also over time your own attitude to investment risk may alter and the original appropriate portfolio may no longer be suitable.
Our wealth management service will:
We’re here and ready to help you face your financial challenges head on.
Call us on 0845 680 8910 or email: firstname.lastname@example.org.
The Moneytree Corporation Limited Registered in England number: 4350758. Registered Address: 14 Gipsy Lane, Warminster, BA12 9LR. Savvy Financial Planning is the trading name of The MoneyTree Corporation Limited which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate taxation and trust advice. We are entered on the FCA Register No: 504571 at www.fca.gov.uk/register. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The value of investments and income can go down as well as up and you may not get back the full amount invested. Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9123, www.financial-ombudsman.org.uk.
Savvy Financial Planning, Hinton Business Park, Tarrant Hinton, Blandford Forum, Dorset, DT11 8JF