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Death & Taxes by Keith Littlewood, International Financial Adviser Costa Blanca

The exact same can be said of your investments if you do not review them and keep your portfolios up to date.  What seemed like a great idea at the time may not be today. Many investors put their money away, choose funds with a 1 ,3 or 5 year time frame and then forget about them and put the documents in the draw only to be totally shocked at the end of the term when their investments have not met with their expectations, or at worst the fund has been suspended.  

The best adviser in the world cannot claim to get it right all the time, but what they can do is make sure their clients are seen on a regular basis, updated with the performance of their funds and make the relevant changes to ensure their investments and are suitable in the current economic climate and, more importantly, continue to meet with your expectations.  

I make it my number one priority to be always accessible to my clients and make sure I speak to each one on a regular basis to review the investments we have entered into.Do you receive a similar service?

In this current uncertain economic climate I would urge you to contact your investment adviser today and arrange a review of your own portfolio.  The more people I speak to, the more I get the impression that they receive no on-going support/advice for the investments they hold. Do you feel like this?

This communication is for informational purposes only and is not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.

Other News

Are you willing to turn to ‘robo-advice’?

robo adviceSo, you’re wondering – what is ‘robo-advice’?  There is a growing market in the UK of online offerings where, instead of going for a consultation with a financial adviser, you use a questionnaire devised by the provider which, depending on your responses, advises you where best to put your cash.  Investors are placed in a broad investment strategy that, in theory, suits their objectives and attitude to risk. These strategies largely consist of passive investments which ‘track’ an index.

The move has come about in response to the retail distribution review which ruled on how advisers were paid and, in essence, meant they had to charge an up-front fee.  This led to many advisers devising a minimum sum they would accept for a consultation.  Clearly someone with a modest pot of money might feel that the charge was too great and therefore miss out on the opportunity to receive professional advice.

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Spotlight On … Paul Rhodes – Financial Adviser & Associate Director

Paul RhodesHow / why did you get into your line of work in the financial services sector?

I have always taken a keen interest in the day to day workings of the global economy, and how geopolitical events can affect the market. My career has always revolved around helping people find suitable solutions to seemingly challenging situations.

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