All clients have an annual meeting, where we provide:
Detailed summary and valuation of all of your investments and pension plans, including asset allocation fund performance relative to the appropriate benchmarks etc.
Projected benefits - Discuss and review their probable adequacy.
Investment risk - Discuss and review your current attitude.
Fund Ratings - Monitor and advise on any changes in the ratings of the funds in your portfolio (Forsyth OBSR – Citywire - Standard & Poor’s – for example).
Rebalance your portfolios to agreed asset allocation models. Review and discuss:
changes to your financial circumstances or objectives.
the various tax allowances and consider how they might be used to your advantage.
your financial risk management (death benefit and income protection cover, health insurance).
your Inheritance Tax position and asset protection strategies.
