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Reviews

At Broughtons Financial Planning Ltd, we are committed to providing excellent customer service and we believe that regular reviews of client portfolios are essential to achieving investment objectives.

We will agree with you, two "investment review dates" each year for your portfolio. We have fully flexible systems to enable these reviews to be carried out in the months that are most convenient and appropriate for your circumstances. This may for example coincide with a company's financial year-end or a time when tax year end pension planning is to be considered.

You will be provided with a detailed report of your portfolio, along with commentary and any recommendations that we believe should be considered at that time. These reviews are individually tailored to provide you with the personal touch that is often missing in the modern world of finance. If desired, an annual meeting can be arranged to discuss the portfolio further, personal financial planning in general or any changes in circumstances.