Our ‘Second Opinion Service’ provides you with a completely unbiased opinion on your investments, pensions and finances, giving you greater insight and understanding of how they are performing and whether you are making the right decisions.
The 4 key areas we cover in our ‘Second Opinion’ consultations are:
We reduce and compare all charges, looking to reduce the charges you pay.
We review your attitude to risk and tolerance to loss, aligning your investments to your risk levels.
A review of all investment funds to check where your money is invested and that the funds are morally acceptable to you.
10 risk-graded model portfolios that are constantly updated so you are taking the right levels of risk for your own situation.
CONTACT US TODAY – TO DISCUSS HOW WE CAN HELP YOU.