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How often are you reviewed?

Posted by on in Financial Services Blog
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Have you ever used a financial adviser where they have arranged your initial investment and you have never heard from them again? In fact this is very common. In most of these instances, the adviser will be taking an annual charge from your investment, but what are they doing to earn this, if they are not actively looking after your plan?

It is now the financial services regulator's requirement, following the Retail Distribution Review, to ensure adviser charges are justified. Nsure have always ensured this, and won't just take your money and leave you to your own devices. We offer a wide range of ongoing services which is why we know our annual charge is well earned.

Our clients have ongoing reviews of their portfolios, ensuring they are actively managed to achieve competitive returns over the long term. These regular reviews are a vital part of the ongoing service that we offer. It is one thing to make a choice as to which funds would be the best for you to invest in initially. However, it is something else to ensure the funds chosen remain the most suitable. If you haven't heard from your adviser since your investment, how do you know the funds that you are invested in are continuing to perform well and remain appropriate?

We also send our clients monthly newsletters keeping them up to date with the general market conditions; provide them with online access to view their portfolio whenever required, via our secure website; and offer quarterly investment seminars. These seminars provide factual market updates, information and discussion on current areas of interest.

So what we would like to ask is; "Does this sound like the service you are receiving already?" If not, then you need to ensure you are moving to an adviser who does offer an ongoing service, if you are paying them an annual charge. This will ensure your portfolio is actively managed and you are actually getting the service you are paying for.

Please contact Sarah Gray on 01903 821010 or email This email address is being protected from spambots. You need JavaScript enabled to view it. for more details. We hope to hear from you soon!

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