Clever Adviser Process
Here, we want to explain just how we propose to further safeguard your investments in the future. our new monthly service will demonstrate how performance and protection work together for your money, giving you financial peace of mind.
At the heart of this new proposition is a monthly review and switch process. Every month, we review funds in your portfolio, then either recommend a switch to a better performing fund or confirm no action is required. This gives you the reassurance that your funds are being monitored on a monthly basis.
Full details and an explanation of this process will be given at our initial meeting with you. This explains the process in a visual way with diagrams and explains how we arrive at decisions to switch your funds where necessary. You of course will have to give us permission to perform switches where recommended by confirming your permission by email.
For those clients who are not on email, we can offer this service by post, but the vagaries of postal delivery times will inevitably delay the implementation of changes.