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Reviewing Existing Investments

If you haven’t reviewed your existing investment portfolio for a while, now might be a good time to look at how it is performing against your proposed financial expectations.

Taking a proactive approach to monitoring, and organising, your existing investment portfolio is an essential way to make sure that your financial plan stays on target and that your financial objectives are being achieved.

Personal and economic circumstances may have changed since you first started the investment process, your bank may have let you down or you may have lost contact with your previous financial adviser or provider, for various reasons.

Whatever the situation, Innes Reid can carry out a thorough review of your existing investments to analyse ongoing investment performance and to discuss and consider any changes. From the results, we will be able to make recommendations for any improvement, and use the whole of the market to identify the best solution for you.

If your investments are doing well then maybe they could be doing better? The earlier you discover where you are on your financial planning journey the easier it is to stay in control and manage your money.

As Chartered Financial Planners, Innes Reid will offer you the very best investment advice and guidance to help you adapt to changes in circumstance. With so many choices it’s vitally important that you have the right advisers in place to look after you and your financial future.

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk