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Investments & Wealth Review

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Are your investments performing as well as they should? Are you taking too much risk with your investments? Our expert Financial Advisers can help answer these questions and more with a comprehensive Wealth and Investment review.

By way of example we have outlined the methodology we use when reviewing client investments below. Actual results will depend on your individual circumstances.

The Review Process

Wealth Report

The first step in the Investment Review process is to prepare a detailed Wealth Report. This report evaluates your current financial position and distribution of your assets such as property, equities, pensions and more. You can download a sample Wealth Report by clicking here. Once a comprehensive evaluation of your current wealth has been ascertained we can move on to Step Two.

Analysis

The next step in the Investment Review process is to analyse your portfolio. Taking a clients ISA accounts as an example,  we create a report which shows the current asset allocation within the portfolio split between Equities, Cash, Property etc. This will give an idea of how risky the portfolio. This will open up a discussion on whether the portfolio is in line with your risk profile. Often its not! It also shows how the investments are allocated globally. You can view an example report by clicking here.

Performance Comparison

The final stage in the Wealth Review is to compare the performance of your portfolio against it’s Benchmark/Sector to see how it is comparing against its “peers”. In many cases, by using this method, we are able to reduce a client’s annual on-going charges whilst maintaining similar performance and reducing risk. You should, however, remember that past performance is no guide to the future performance of an investment and we would need to examine your individual circumstances to establish whether this was actually the case for you. Take a look at a sample Performance Comparison Report below (click to view larger image):

Sample ISA Graph

If you would like your investments renewed please fill in the form on the right and an advisor will contact you. Alternatively please click here to view our full contact details.

Speak to an adviser

If you would like to discuss your own personal financial situation with one of our Financial Advisers please click on the button above to arrange a callback from our team.

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