Confused? Frustrated? Lacking confidence?
Your investment strategy deserves another look.
Available to senior international professionals with a portfolio of £250,000 or more, our Second Opinion Review determines if your retirement plan, financial plan, insurance policy, investment strategy — and even your financial adviser — are working toward your unique goals.
- How diversified are your investments and how are they performing against benchmarks?
- Is your adviser taking advantage of the global economy?
- Are you being sold a product or are you getting advice?
- Who is really managing your money?
- How much you are truly paying for the advice you receive, including hidden commissions and charges?
- Are you exposed to tax or hidden charges?
- What level of risk is your portfolio is exposed to?
What worked for your investments five years ago — or even five months ago – may not be working for you today.
Investment products change.
Your financial situation and goals change.
And your investment strategy should adapt.
Get in touch today and ensure you get and keep the life you want.