Annual review - Portfolio review

Portfolio Review

Over time your financial and personal situation may change and the Annual Review provides us with the perfect opportunity to review and discuss and then make any necessary changes to your portfolio. 

As well as this, the larger financial picture will often alter throughout the year and we will then contact you and recommend changes to your portfolio that we think are necessary. For instance there may be a downturn in the global stock markets which may mean that we advise you to reduce your portfolio exposure to equities and increase your exposure in another asset class eg. property or gilts.

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