Portfolio and Regular Reviews

This is arguably one of the most popular services ad+ financial provides for both prospective and existing clients.

Portfolio and Regular Reviews

This is arguably one of the most popular services ad+ financial provides for both prospective and existing clients.

For those who have been newly introduced to us, we have an initial meeting where we as a company, bear the cost of this initial meeting, with no obligation to proceed should you choose not to engage our services at this meeting we would discuss how we can provide assistance and help.

With your agreement to proceed, we then obtain information on all your existing benefits, policies, investments, and pensions. We also fully review all the contractual entitlements provided to you through your employment, in addition to those which may be available however not taken up, and discuss with you your priorities and future goals.

Once all the information regarding your existing arrangements and contracts has been received, we will provide you with a detailed, easy to understand summary and discuss with you how these compliment your overall financial objectives.

We can also help by providing an ongoing investment management service in order to constantly track the performance of all available options over and above what you have in place to ensure what is appropriate now remains fit for purpose into the future. We maintain a continual dialogue with the leading providers and contrast this against external research to give you impartial, balanced, and considered advice.

We will ask you how often you would like us to review your financial affairs. It will generally take place automatically every twelve months, but can be more regular if you would prefer, quarterly or bi-annually. It means you do not have to worry about your finances as you have ongoing professional help at hand. Of course should you choose not to sign up for this service automatic reviews will not be provided.