Step Five – Ongoing Servicing

With any investment-based solution, such as pensions, ISA or open-ended investments, investment conditions continuously change with changing economic environments.  It is important therefore that any investment is reviewed regularly.

Online investment review service

With our ongoing service, any investments which you want us to look after will be kept under review, with valuation statements being sent every six months. At that half-yearly point, you will be offered a review meeting, face-to-face online using Skype, email or telephone, during which we will review the statement and investment performance and provide any advice required.

That advice could encompass any aspect of the investment being reviewed, including fund switching, premium redirection or asset rebalancing. Alternatively, it could involve simply maintaining the existing fund choice.

Any action required as a result of these reviews, such as fund switches or asset rebalancing, will not incur any charge from us, apart from our Ongoing Servicing Fee, which is 0.5% per year based on the value of the investment being reviewed.

Ready to ask for some advice?

Fill out the form below and we'll contact you to arrange
an initial meeting that's at a time convenient for you.

Let's get started

What would you like to talk to us about?

Let’s get started

What would you like to talk to us about?

Transparent about our fees and costs

When we say independent, we mean independent