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Account Reviews

The advantage of asking an independent adviser to review a portfolio lies in having an unbiased second opinion on how the client's affairs are currently managed.

We start by examining the original investment mandate to establish if the investment manager has adhered to the original plan and brief. From there we progress to looking at the original risk profile and substantiate this using our own approach. We can then evaluate whether the client's assets are being managed in the most suitable way.

We assess whether our client's needs are currently being met, focusing on income streams, asset allocation and managerial performance.