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Integra can not predict the future, but we will always invest your money in a diversified fashion

Annual Review: Asset Allocation

You may have noticed we have not yet mentioned reviewing the individual funds in your portfolio as a part of your Annual Review.

This is because the Review is about YOU and YOUR personal circumstances. Its purpose is to determine whether we need to make any changes to your Asset Allocation and this forms the basis of any advice which we subsequently provide.

We have a separate process for monitoring of all the funds used within our client's portfolios as well as monitoring the wider pool of investment funds available.

 

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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