SHARE

Blog

You don’t regularly review my investments. Surely I have a right to expect better.

Fiduciary Wealth Team

When it comes to your investments or retirement plans has your money been stuck in the same old funds since you started your plan despite the turmoil in investment markets over recent years? Did your adviser tell you that they would review things on a regular basis and then somehow forget to keep in touch or take note of the fact that your attitude to risk had changed. Perhaps your adviser was happy to outsource investment decisions to a bank or third party and abdicate responsibility relying on you to request reviews or amendments.

If this sounds all too familiar how about a refreshing approach? Fiduciary Wealth will treat you as an individual and recommend investments that fit your own personal risk profile and financial goals and objectives. You will not be pigeon holed with lots of other investors and your portfolio will be regularly reviewed.

Of course if you prefer the first option then you need do nothing. If the alternative approach seems more akin to your expectations give Fiduciary Wealth a ring on +350 200 50982 begin_of_the_skype_highlighting FREE +350 200 50982 end_of_the_skype_highlighting or email wealth@fiduciarywealth.eu.