Ongoing Review Service
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Our Review Meeting Service
Maplewood Financial Solutions focus on building long term relationships with clients is enhanced by our annual review process, which we consider to be a vitally important part of our desire to help you to achieve your financial aspirations.
Plans change throughout our lives either by design or due to circumstances beyond our control and we feel that regular contact with your adviser allows us to create a partnership where enhancements, changes and updates can be discussed.
Plans change throughout our lives either by design or due to circumstances beyond our control and we feel that regular contact with your adviser allows us to create a partnership where enhancements, changes and updates can be discussed.
The Review Meeting
The agenda for future review meetings may include some or all of the following items. There will be areas that are a priority for you each year and your adviser will look at all areas to ensure that you keep on track with your financial plan.
Prioritise your concerns - Any issues that are a primary concern to you will be discussed first.
General update - Review of our last fact-find, including a check on your general circumstances. This is very important as it may affect several areas of your plan. Your adviser shall also be able to speak with you about general updates in the financial world such as changes to tax reliefs and allowances.
Portfolio/Market review - A review of how your existing portfolio has performed a review of the financial markets including feedback and commentary on performance of asset holding from your adviser.
Review of attitude to risk and capacity for loss - Periodically prior to the review meeting you shall be asked to complete a risk questionnaire which shall be discussed at the review meeting. If deemed necessary the portfolio can be altered to suit your new risk level.
Strategic planning - Your adviser will recommend changes and alterations to your existing portfolio or any other alterations to your plan that may be necessary. Your adviser may recommend fund switches and will normally recommend a ‘rebalance’ of your assets to ensure that the portfolio remains in line with your chosen risk level and objectives and does not ‘drift’.
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Maplewood Training Solutions Ltd T/A Maplewood Financial Solutions. Registered office address: 16 Maplewood Gardens, Lancaster, Lancs, LA1 4PE. Registered in England. No: 08513940.
Maplewood Training Solutions Ltd T/A Maplewood Financial Solutions. Registered office address: 16 Maplewood Gardens, Lancaster, Lancs, LA1 4PE. Registered in England. No: 08513940.
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