Purpose
To assess what your existing investments against you current attitude to risk and whether you are on target to achieve your financial aims.

Benefits to you
Knowing exactly what you have and where you want to be can put you in control of your investments. There may be a shortfall in your expectations and, if so, then the earlier you re-assess the less it can cost in the longer term.

Purpose
To assess the benefits of transferring your existing assets to one portfolio and whether these benefits outweigh any drawbacks there may be.

Benefits to you
Having your investments in one place can make them easier to monitor, create less paperwork and can mean you take advantage of a wider range of investment funds.

Purpose
To complete the paperwork for any recommended moves and assist in the smooth transition from old to new investment provider.

Benefits to you
This will remove from you the onerous administration of several provider paperwork.

Purpose
To identify how well your assets are performing against your aims and to recommend suitable changes to your investments if appropriate.

Benefits to you
Achievement of your goals in a tax efficient manner.