When you have money invested, whether that is in pensions or investments, it is important to regularly review these assets to make sure that they are working for you. In the good times when stockmarkets keep going up and the value of your funds are growing it might not seem so important to review your portfolio, but if you do not keep a check on your investments, who is managing the money and how it is performing you may be losing out. The portfolio management service allows you security and peace of mind while we regularly report to you on the progress of your investments.
This is more important the more complex your portfolio becomes, as it can become difficult to manage your assets without our expert advice and specialist monitoring tools.
Your portfolio will be reviewed periodically, depending on your circumstances. The portfolio reviews cover the following areas:
Comprehensive Performance Review - A summary of how well your investments have performed, comments on the funds, and measurement of your asset allocation to help control risk.
Re-balancing the portfolio - This is to ensure that the mix of funds you invest in remain consistent with your attitude towards taking risks. Progress towards your goals - Monitoring your portfolio to ensure that you are always on track to meet your goals.
Analysis and recommendations for action - Including changing funds where appropriate and the tax efficiency of your investments.
For more information on the Investment Service, call us on 01743 276797 or send us a message via the contact page
