Integra Financial Logo
Home  |  Sitemap  |   Accessibilty
Understanding finance
Home What We Do Asset Allocation Fund Selection Wrap Accounts Annual Review Latest News Resources Contact Us

Integra offers all clients an annual review of their portfolios, a key part of our ongoing service commitment

Annual Review: Overview

One certainty in life is that things change.

Integra offers a review of all client portfolios on an annual basis, a key activity in our ongoing service:

  • Diary and PenWe 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

 

Asset tv
Watch fund manager videos for free here ...
Pension calculator
Work out your potential retirement income using this handy tool ...
Home | What We Do | Asset Allocation | Fund Selection | Wrap Accounts | Annual Review | Latest News | Resources | Sitemap | Accessibility | Contact Us | Privacy Policy

Integra Financial Services Limited is authorised and regulated by the Financial Conduct Authority (FRN 612749).
Registered in England & Wales at 1 Summerwood, Charters Road, Sunningdale, Ascot, Berkshire, SL5 9SQ. Company Registered Number - 6390466