Investing and implementing a financial plan is an ongoing process. That’s why our Wealth Managers continue working for you, long after you make your first investment.
- Your Wealth Manager will support and regularly review your portfolio.
- You’ll be contacted if there are any new developments affecting your investments.
- Tax and performance information will be sent to you at least once a year.
- Dedicated Wealth Account Managers are available to help you at any stage on our toll-free telephone service.
- Your Wealth Manager will hold an annual review with you to check your current situation and how the investment plan is tracking.
- If your circumstances change at any stage, your Wealth Manager will be on hand to review your plans with you and make any necessary adjustments.
