When We Talk About Research We Are Not Just Talking About New Investments
Their is a significant amount of work required to ensure that you end up with the right investment at the right time.
As your needs change your investment will need to change.
As the markets change you might want to change your investment strategy.
As interest rates change you may need to look at the way you invest your cash.
All of these along with many other reasons mean that regular reveiws of your portfolio from outset are viatlly important. You may already have investments that you have either held yourself for a number of years, inherited or taken some financial advice but now need to reveiw how these have done compared to your original aims or indeed new aims which your investment may not be geared to.
A Statement we hear regularly:
My Money Is Already Invested
Is It Time to make your Move?
Sometimes there are so many options we outhink ourselves and don't make any move at all.
A common misconception is that once you have invested your money it has to stay there indefinately. That could not be further from the truth. So if you are stuck in an investment that you really aren't sure about then maybe it's time to see what your moves are.
The first step is to find out what you have got. You can do this your self or please contact us and we will send you a 'Letter of Authority'. if you fill that in and send back to us we will then tell you what you have got and the performance of your investment.
If the product you are in has under performed or is not taking the right amount of risk for you as an individual we endeavour to find out if there is anything more suitable within the product range. If not then the money can be transfered to another more suitable provider.
It doesn't matter if its a bond, OEIC, ISA, Pension or Sipp. Anything can be changed.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested
The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK
If you have a complaint about your Adviser or any financial advice you have received from your Adviser please contact us.
Newcastle upon Tyne
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service