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following up
Keeping on track
Our relationship is built on trust. By the time you become a client, we'll know what you're looking to achieve and how you want your money to work for you.
Once on board, we look at your portfolio on a regular basis and ensure that it's progressing as planned. If the balance of your investments has changed - because one asset class has outperformed others, for example, we'll rebalance your investments to ensure we maintain the proportional split between equities and bonds that we agreed with you at the start.
On top of this, every year we hold a review meeting with you to discuss your investments and any changes in circumstances which could be relevant.
You can always check on your investments online, via a secure clients-only section of our website which allows you password-protected access to your investment records. And of course, we're available on the phone or in person should you wish to meet up at any other time too.
In practice, though, we find out clients don't call us too often - they're too busy enjoying life, secure in the knowledge that their investments are being safely and wisely shepherded.
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