WHY SHOULD I REGULARLY CHANGE THE FUNDS I INVEST IN?
The difference between top-tier and bottom-tier funds can cost you dearly in missed growth opportunities. Poor returns could stunt your retirement income and lifestyle. Industry experts widely acknowledge the drastic fluctuations in fund performance each year. This underscores the importance of regularly reviewing your portfolio and this being a key priority.
After all, economies move in cycles, so asset types move in and out of favour. When Country A booms while Country B lags, their respective stocks sway accordingly. Monitoring helps ensure your assets align with the rhythms of the global economy.
WHAT IS OUR FREE REVIEW SERVICE?
Are your investments performing up to par? Undertaking a complementary review of your portfolio, will pinpoint any underperforming funds that are dragging down returns. More importantly, we will assess your risk exposure and ascertain whether you are taking on more risk than necessary or not enough to achieve your goals?
Our analysis will also examine your asset allocation ensuring you are invested in the correct miss mix of funds and alternatives for the current economic climate. We will determine if your investments align with market conditions to maximise performance as even small annual gains can compound into thousands over time.
We can scan the portfolio for any hidden risks or opportunities and our insights provide a road map to navigate the investment landscape to achieve your priorities and objectives.
If you have investable assets of £500,000 or over, we will provide our professional opinion to you without any obligation or cost. You will be able to then decide what action you want to take.
SO WHAT NEXT?
It can be useful to have a brief chat to quickly identify the service we provide, our charges and the value we can offer you.
SCHEDULE A CONVERSATION WITH CHRIS DOWNING NOW
Appointment scheduling through Calendy scheduling
Free initial Zoom meeting: 30 minutes
Free initial Phone call: 30 minutes