Is your adviser authorised by the FSA to make investment changes at his discretion quickly without asking you first?
Does your adviser offer you on-line access to view all of your assets, liabilities and wealth with valuations updated daily?
Have you set creative, inventive, tax efficient strategies specifically designed to achieve your future goals?
Is your investment asset allocation monitored and changed regularly to meet your risk strategy and market conditions?
Have you benefited from Discretionary Investment Management or have your investments just been left alone to move with the tide?
Have you set creative, inventive, tax efficient strategies specifically designed to achieve your future goals?
Have you achieved great investment diversification yet management simplicity?
Do you have built in investment risk management strategies?
If you have answered 'NO' to any of these questions, you need to talk to us!
It was pretty easy to make investments grow during the good times but the real test for those in whom we trust the stewardship of our investments and pensions is related to what happens when the going gets tougher. In Mark I have found a person who has stayed ahead of the game, enabling him both to keep us fully informed about trends and to enhance our financial position during the most challenging of times. This has been immensely reassuring.
David Whitaker