Your Annual Review

One certainty in life is that things change. Integra offer a review of all client portfolios on an annual basis, a key activity in our ongoing service:

• 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 global marketplaces.

At Integra Financial we believe working with our clients is a genuine partnership. Key to this partnership is keeping us informed about your financial goals and any change in your circumstances because, only then can we best plan to meet your objectives.

Remember, we are always happy to speak to you at any time so, please call us on 01344 874490