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Investment Review
Are your investments on course to achieve all your financial goals?
You may spend a long time choosing your investments, but it's easy to then forget about them, trusting they're still performing well. However, in the current economic climate it's more important than ever to understand what volatile markets mean for your finances. Our no-obligation Investment Review is designed to help you understand what these changes mean to you and how you could adapt your investment strategy as a result.
Your Client Manager will arrange to meet at a time and place convenient to you. They will:
- Discuss the effect current market conditions are having on your investment portfolio
- Review your financial planning requirements, from inheritance tax to retirement planning
- Identify the options available to get the best results for you
Visit our Investment Review site to find out how an Investment Review can make a difference.
Who can join?
Our clients generally earn £50,000 a year or more, or have complex investment, retirement, inheritance tax or business planning requirements.
If you have more basic financial planning requirements please visit the Bank of Scotland website.
