What is the Portfolio Review service?
The service provides a detailed analysis of where your money is invested, how your investments have performed, and ultimately, whether improvements can be made.
We conduct our analysis independently and objectively, as we believe that offers real value to our clients.
The end result is detailed insight explained in an easy-to-understand way, helping empower you to make objective and well-informed decisions.
Who is this service for?
This service is of value for anyone with an investment portfolio. It will be of particular benefit for people who hold a variety of different plans and schemes, perhaps from the accumulation of workplace pensions or other investment plans over time, especially those with a very large number of different holdings.
We want to give people more insight into their financial lives, so we recommend the portfolio review service to anyone who wants more clarity and a holistic overview of their investments.
How will my portfolio be assessed?
The below are some of the key factors we will consider in our assessment:
We will use our investment principles and beliefs to assess your overall strategy and identify whether improvements can be made using independent market research.
After completing our analysis, we will discuss our findings with you, ensuring jargon is explained in plain English and answering any questions you may have.
There is no cost to you and no obligation to invest with us, your only outlay is the time spent and the potential benefits are tremendous. In any case, you will find yourself in a more informed position at the end of the process.
What happens afterwards?
If we identify that improvements can be made to your portfolio – we will outline, on a comparative basis, alternative options to illustrate the case for change. The purpose at this stage being to illustrate that better options are available. We will then suggest you proceed to our financial advice process.
The portfolio review service is not a suitability assessment and will not consider whether your existing arrangements meet your financial planning objectives now and into the future.
After a comprehensive assessment of your circumstances and objectives, the final recommendation may differ from any portfolios used for comparative purposes.
Why is an independent perspective important?
Because we are truly independent, we are not constrained to a limited number of products, strategies or investment managers. We make recommendations based on analysis of the whole of the marketplace, without fear or favour.
This means we have no incentive to sell specific products or services, we work directly for you, and your best interests sit at the core of what we do.
We do well when our clients do well, if you become a FinsBridge client we will charge a fixed percentage of your assets under advice, aligning our interests. We seek to find the best solutions for our clients to maximise the benefits of our relationship.
How do I apply for this service?
Getting started is easy. Simply click here to complete a short online form and we will be in touch. You will be assigned an independent financial adviser who will contact you to guide you through the process and then discuss the findings of our analysis. Your adviser will require up to date statements for your invested assets.