We ensure your plans remain relevant and on track.

What is involved:

  • We keep an up-to-date record of your investments and their value
  • We assess any change to your circumstances, objectives or attitudes
  • We overlay market and economic performance factors
  • We ensure all tax advantages are fully utilised
  • We rebalance assets and funds to take account of any changes
  • We're available for queries and to assess any additional requirements
Financial Advisor Process - Review

The result:

  • Review activity is determined by your Harvey Curtis service contract
  • Most clients receive valuations and at least one review meeting annually
  • Action is taken following reviews to ensure plans are still appropriate
  • All clients receive our newsletters and other relevant communication
  • We receive annual fees that are determined by the service provided

Go back to see an overview of our whole process — Summary

IFA - Let's talk