The Progressive Review Plan


Although we can build you a financial plan that will meet your needs, maximise your savings, fall in line with legislation and protect your future, all of these elements will change over time. If you do not keep your financial plans in line with these changes it will gradually become less and less efficient. If you choose to become one of our clients, we will ensure your financial planning continues to evolve with you. We do this using The Progressive Review Programme, which includes the following services and more:

Your Annual Planning Review
At your annual review we will revisit all the areas of financial planning relevant to you, identify any new shortfalls and help you progress further towards your financial goals.

Your Portfolio Review
Investment Portfolios need to be monitored and reviewed both to ensure the underlying components are right and to make sure the overall strategy is too. We will ensure that your portfolio is always right for you.

The Efficient Portfolio Update
On a monthly basis we will send you a newsletter providing you with a snapshot of what is happening in the world of finance.

Our 2nd Opinion
The world of finances is a strange place. If you change jobs, want to discuss your company, have a financial question or just need a sounding board for an idea, our 2nd option allows you to use exactly that.

The Strategic Partner Network
Over time we have worked with many leading professionals in all areas of the financial world. We are able to work closely with and recommend companies to people in other areas as and when you need them.