The time of year has come for us to review and re-balance client accounts.
Once or twice a year, the team at Phillip Bates & Co Financial Services will review and rebalance accounts to ensure that everything is in working order or if any tweaks should be made.
When we welcome a new client, we concentrate on putting the right plan in place for them and continue to update this plan to ensure that it remains relevant to your particular financial situation.
As part of our relationship, we have regular reviews with our clients to ensure that each individual plan is on track. This takes into account any changes in circumstances.
After speaking with you, we may decide that a couple of changes should be made here or there, which will help your investments in the long-term.
If you would like more information, contact Alan Mellor on 0151 353 1066 or find out more about how we work here.