If you’re unsure how your investments are performing, we’re always here to help. Our financial advisers can review your savings and investments, regardless of who they are held with. That way, you can check if you’re getting the returns you need.
You might be happy to keep track yourself. But either way it’s important to review your investments on a regular basis. It could provide you confidence of knowing you’re on the right path. Or if performance is falling short, you’ll be able to consider making changes.
To review your investments, you need to ask yourself the following questions.
We can monitor your investments for you
To help you keep track, for an ongoing fee we offer a service called Monitored Informed Investing (MII). Mark Elliott explains:
“With MII we’ll monitor the performance of your investments and keep you up to date. You’ll receive quarterly reports explaining how your funds have performed and the reasons why. We speak directly with your fund provider(s), and will share this insight with you."
“Our other MII promises include help making the most of your annual ISA allowances, offers to review your investments at certain intervals (to see if they’re still meeting your needs). In return for an annual fee, MII keeps you up-to-date with how your investments are performing and the reasons behind recent returns. So you can have greater confidence about your financial future.”
Your next steps
If you're ready to talk to us about investing, then you can find out more on our financial advice website. Here you will be able to find your nearest financial adviser, book a financial advice review or give us a call and talk to a member of our Direct Business Centre.