Make a date for your next Financial Review
Many of our clients meet with us once or twice a year for regular reviews, and we are often told that these meetings are one of the most important and worthwhile parts of our service. As a matter of routine, we strongly recommend that all clients arrange regular reviews with us - but this is even more important in times of heightened investment market volatility.
Clients who hold units in investment funds are generally used to seeing the value of those units changing on a regular basis – but investors in the previously common traditional With Profits funds may not understand the significant changes that have impacted on those funds in recent years.
We can review your investments, pensions, savings plans, insurance and tax planning arrangements and update you on current market conditions and any changes in legislation. We can also discuss any changes in your own circumstances, plans and objectives, and make sure that your current arrangements are still suitable for you and that your current attitude to risk is consistent with your investments. If face to face review meetings are difficult, it may be possible for us to provide reviews or valuations using other media - such as the telephone, internet or by post.
If you do not already have a date in your 2010 diary for a Financial Review Meeting with us, please telephone us now on 01242 584144 to arrange a review. Alternatively, you can email us at help@warwickbutchart.co.uk or use the Enquiry Form within the “Contact Us” section of this website.