With regular contact and involvement with us, at intervals of your choice, you can make sure that your financial plan is continuously up to date – and reflecting your changing needs and circumstances. An ongoing arrangement like this can also deliver faster responses and potentially better results. You can select a service level to meet your needs, based on one of the formats shown on this page.
Regular reviews
We update your financial plan with the latest information on your investments, insurances and borrowings, and review whether these still meet your current needs and circumstances, and remain the most suitable ones for you.
We meet at our agreed intervals to talk with you about any changes to your circumstances, needs or priorities. We discuss how your financial plan is working and any changes that might be beneficial.
If things have changed, we research new possible solutions, get illustrations and information brochures, and summarise everything in a review report.
Review report
This sets out where you are, how your financial plan needs to change, and what we believe you should do, including any adjustments to your investments. When changes are needed we will go through the report, and explain our recommendations to you.
If we believe that changes are needed, all you need to do is agree these, and we will make them happen.
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