Annual Review:

• Overview
• Reviewing and Rebalancing
  your Portfolio
• Asset Allocation
• Planning for your Financial Future

Annual Review

One certainty in life is that things change. Argyle review all client portfolios on an annual basis, a key activity in our ongoing service:

• We check if your attitude to risk has changed.
• We check if there have been any changes in your life which might have altered your investment objectives or your financial requirements.
• We check if the Asset Allocation of your investments requires any re-structuring to reflect changes in the World's financial marketplaces.