- We check if your attitude to risk has changed.
- We check if there have been any changes in your life which might have altered your investment objectives or your financial requirements.
- We check if the Asset Allocation of your investments requires any re-structuring to reflect changes in the World's financial marketplaces
At Integra Financial we believe working with our clients is a partnership. Key to this partnership is keeping us informed about your financial goals and any change in your circumstances. Only then can we best plan to meet your objectives.
Remember, we are always happy to speak to you at any time.
You can call us on 01189 734401