Are you disappointed with your existing advisers, be they your bank or your IFA? Did they promise to invest your money wisely, maintain regular contact and make adjustments to your portfolio as and when required? Did they do nothing over the past few years when markets have been particularly fragile expecting things to improve over time?
One of the keys to effective financial planning is pro active management of your underlying assets. Without this capability tax efficient savings or investments are meaningless. What is the point of tax relief on gains when the value of your investment is continually falling?
No one has a panacea and hindsight can be a wonderful thing but there are certain things your adviser can be doing on a regular basis to ensure that your investments are managed in line with your expectations and overall attitude to risk. Yet in our experience many people suffer in silence. Rather than challenging the decisions of their advisers or asking for a second opinion they simply accept what they are told and put up with it.
Well here is your opportunity to break free. If you are unhappy with the performance of your investments ask us for a review and our opinion. Check out the way we go about managing your investments and retirement funds by calling +350 200 50982 or email firstname.lastname@example.org.
What have you got to lose?