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Wealth Management : Progress Review Meeting
The Progress Review Meeting
As part of our Annual Review Service, we hold regular Progress Meetings with you to review your financial objectives, the assumptions and conclusions within the Lifetime Cash Flow Forecast, and your Investment Plan Strategy.
Progress Review Meetings are just as important as the initial meetings for establishing your portfolio. We also review any other matters that may be important to you which may impact upon the overall Financial Plan.
These meetings provide the opportunity to review the balance of the different asset classes within your portfolio and to decide upon adjustments, if any, which need to be made. This process makes sure that your exposure to risk within the portfolio does not increase unintentionally and unnecessarily over time.
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