Following feedback received from you, we have slightly changed the way we go about our annual reviews and we hope you like the outcome. It seems that (understandably) many of you aren’t too keen on doing your ‘homework’ in advance of the meeting. So, in addition to the ‘homework’ pre-meeting method, your adviser will give you the option to update your current circumstances at the time of the meeting. All we ask in return is that you have details of cash accounts and changes in your circumstances to hand at the time of the meeting.
The report including any recommendations will follow soon after the meeting. This has been trialled with a handful of clients so far and has worked well. We are also hoping to introduce our team of analysts to more clients over the months ahead allowing you to put faces to names and know more about who looks after you behind the scenes.