We currently manage the following investment portfolios via insurer platforms: Our Investment Portfolios are - Cautious, Conservative, Balanced, Growth and Adventurous.

Our Process:

• Annual face to face personal review
• Our team of consultants meet every 12 weeks to discuss the performance of each portfolio.
• At our meeting we invite fund managers to discuss performance and market conditions
• We decide on any fund changes within our portfolios
• We write to you advising of market changes and proposed changes to our portfolios
• We implement any changes once we receive your agreement to go ahead with our recommendations
• Your portfolio is then rebalanced every 12 weeks
• Annual investment report and valuation