If we have already completed an annual Review
of your funds you will see how we are adjusting your portfolio
to ensure that it meets your personal objectives. Our wrap service
has brought complete transparency to all transactions which involve
your funds and although this may at times present a huge amount
of information it does allow you to see what is happening to
your money.
We are always looking to improve the process we use to deal
with your money and as most reviews have involved a small charge
being made for switches between funds this is the current focus
of our thinking.
An ideal change would be to have a structure in which Argyle
did not benefit at all financially from any fund switches we
recommend or indeed any which you might ask us to make. This
we hope would take away any impression that we were recommending
fund switches for our benefit rather than yours.
We hope to be able to give you our ideas in the January Newsletter.
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