Reviewing and Rebalancing your Portfolio

We will ask you to complete a short questionnaire which allows us to better understand your current circumstances and tells us about any changes which could impact on your investments.

This is the beginning of your Review process. It is vital that you participate in this process and we request that you respond at the earliest convenient opportunity. During the Review period we will use e-mail wherever possible to contact you, as this generally ensures a speedy and secure communication.

Your updated information will be put through our Portfolio Investment Model and a fresh Asset Allocation is then generated for the year ahead.

A Report containing conclusions and recommendations from the Review is then forwarded for your consideration and approval.

The cost of the Review and any subsequent fund changes is included in your annual management charge.