If you have money invested in a fund, funds or a portfolio of any description, we have connections with specialist advisers across the UK who will be able to help you take a view of your existing position.

The investment processes followed by our specialist advisers’ start with looking at your existing position, asking you what you want from your investments – both now and in the future – and then comparing what you have with your future aspirations. They will look at your risk tolerance and will “stress test” your existing holdings to make sure that you have exactly the right structure in place to meet your requirements.

Every individual holding will be reviewed and tested to make sure that you are holding the most efficient and appropriate funds, shares or bonds to match your risk position and overall requirements.

To get a review of your existing position and portfolio, please click here and complete the short form which will enable us to help you take matters further.