Do you review my plan?


Yes. We believe that re-evaluating your financial arrangements on a regular basis is very important, so ongoing reviews form a core part of our service.

We will check the value of your investments, make sure your attitude to risk and loss is still the same, and generally check that nothing has changed in your circumstances. How often we review your plan (half yearly, annually, every two years) depends on the level of service you want and have agreed to.

You do not have to opt for an ongoing service, but if you do decide to do this we will explain what you can expect to happen and the cost involved.