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Financial Reviews in Surrey

Financial reviews are an important part of the whole advice process. These are undertaken on a regular basis and often occur every 12 months. They allow us to monitor performance against the financial plans we develop and ensure that products remain appropriate and cost effective. They also allow us to change the financial strategy to suit our clients ever changing lives. No one knows what the future holds and the regular financial review allow us to take this into account.

A lot of independent financial advisers (IFA) often neglect this part of their service. Again, this separates us from our competitors as the reviews form an integral part of our service. We often establish relationships with new clients who have existing IFA’s and find that they are not receiving the service they desire. The existing IFA’s have often set up policies and left the client with no further contact.