Existing Invesments

Small changes now can drastically change your future. Around 30% of our clients already had investments when they started working with us. We are often contacted by investors who are dissatisfied with the returns or fees that they are paying for their investments. They’ve found that the plan which they established was not clearly explained and now they are left trying to grasp an understanding of exactly what the terms and conditions are of their investments. We’ve worked with all of these clients to reduce their fees, improve their performance and gain a clearer understanding of what they have got and the options available. Holding the correct funds and not paying over the odds in charges is invaluable.

Speak with one of our advisers and we’ll be happy to go through your existing investments in detail. We’ll be able to break down your costs, commitments and options. We’ll then be able to formulate a plan to either get your investments heading back in the right direction, or to close and use an alternative more suitable investment vehicle. We’re happy to review your existing investments without any obligation to take our advice.