Our clients welcome Parsonage’s investment review service because they recognise that it is essential to look after their investments.
They welcome the reassurance that comes from knowing that a Chartered, Certified Financial Planner is monitoring their investments for them, backed up by a team of technicians. Would you appreciate our review service? We have many satisfied clients, who will be happy to give you their experience of using our services. Contact us today, delays can be very costly.
We will review and monitor your investments, whether or not we recommended the original investment portfolio. For example, if you have lost contact with your previous adviser, ask us about this service. You can expect our investment review service to include:
- monitoring the fund-performance of each fund within your portfolio over the period since we last undertook a review
- comparing that performance with each fund’s peers
- evaluating the performance of the whole portfolio
- monitoring performance against your objectives and against the benchmark we set when we start work
- checking how your objectives have changed - For example, do you want to take more risk? Less risk? More income? Do you need to schedule any withdrawals soon?
- recommending adjustments to reflect your changing objectives, and implementing those investment adjustments for you
Tags: Fund Performance, Investment Portfolio, Investment Service, Investments, Monitoring Performance, Parsonage, Performance Objectives, Portfolio, Service Monitoring, Withdrawals
