Review
We feel it is crucial to regularly review your portfolio to ensure everything remains firmly on track. This key objective is fully supported by our structured Annual Review Service. This is explained in more detail below:
Following completion of Steps 1-4, we strongly recommend the application of our Annual Review Service.
The first stage is to agree with you a convenient month for future annual reviews. We will then email you each year to remind you and ask that you contact us to arrange a convenient date. The Annual Review typically includes the services outlined below:
- A review of your circumstances and requirements. Valuation and Projection reports are provided. This is hugely valued by our clients – to have consolidated, succinct reports that confirm the accurate current position (as opposed to multiple, hard to understand reports from providers, received at different times of the year).
- A review of your Risk requirements – do you wish to increase or decrease the level of risk? Are you nearing the time of drawing benefits and wanting to tactically reduce the level of risk?
- Investment Review and Rebalancing – are any fund switches necessary? The portfolio will require rebalancing back to the required strategy.
- Tax Planning Opportunities – do you need to act to avoid any ‘tax traps’? Are you taking advantage of the allowances available?
- Any other aspect that you wish to discuss.
What customers say
My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.
Trevor Phillips, Surrey
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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.
Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.