Investing can be a long-term financial strategy that typically involves plans spanning 10-year periods, and in some cases, even longer. Over such a considerable term, it’s understood that change is inevitable. The personal circumstances of an investor may alter over time, and their future goals and needs may also shift focus. Financial markets are always in a state of flux, and this can also impact whether investments are still performing as desired.
The assets chosen and investments made may also be subject to change. As a result, investment portfolios may no longer be able to meet their original expectations. To avoid disappointment later on, portfolios need periodic evaluation to ensure that they are still on course.
Updating your portfolio
By enlisting a financial advisor to examine your existing investment portfolio, you can not only make sure your original expectations are being met, but if they are not, you can act. Investment portfolios can be efficiently adjusted so that they fit your new plans or any changes in the market.
Are you looking for portfolio management in Shropshire or Chester?
If you’d like to health-check your investment portfolio, we can help. At Hartey Wealth Management, we have developed a second opinion service to help UK consumers keep their investments on track. Our expert team will analyse your present portfolio with an unbiased eye to make sure that it is still performing and able to deliver on its original intention. Get in touch with us today to access this bespoke service.