FTA Group Services - Flipbook - Page 19
We offer a range of ongoing services to our clients, with active management
being provided to ensure you get the most out of your investment portfolio. It
is imperative that a substantial investment portfolio is reviewed with you
regularly, it needs to remain in line with your developing objectives and risk
profile, plus changing the investment strategy in response to market outlooks
should translate to better long-term growth.
You will need to keep updated with the options and legislative changes to your
investments and taxation so working with an adviser on an ongoing basis will
ensure you are informed, and financial planning can be conducted to its best
potential. We like to work with our clients for life and as you hit each stage of
life, where your thoughts and requirements may change, we will ensure that
you are looked after and that your money works best for you.
When was the last time you reviewed your investments?
As a busy professional you may have various investments built up over the
years but not reviewed them for a while due to a lack of time or possibly no
longer having a Financial Adviser. If your investments are not monitored on a
regular basis you may be investing in funds that are losing money every month
– which is clearly not what you or anybody wanted. Reviewing your portfolio
and ensuring you receive bespoke advice is essential if your money is going to
work for you and your investment goals achieved. By working with us, you
will have one point of contact to ensure your investment goals are clearly set
and that you have the best chance of achieving them.
For an initial, no obligation, conversation
with one of our advisers call 0330 053 5745.