On-going reviews

PROFESSIONAL, FINANCIAL AND INVESTMENT REVIEWS IN SURREY AND THE SOUTH EAST

Friendly Wealth Management offers quality reviews for your financial and investment needs.
Free initial consultation

Wealth management whenever you need it

Our wealth management service extends to the review of your existing investments and pension plans, analysis of your existing portfolios and your investment risk tolerance.
 
If applicable to your circumstances, we can also include a recommendation on the viability of one of the 'value added' technology solutions such as the use of an asset wrap or investment platform.
 
For a detailed breakdown of our services, please contact us by email or phone.
Wealth management service.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

Ongoing review service:

  • Regular review meetings*
  • Regular policy valuations
  • Fact find information update
  • Assessment of your portfolio
  • Attitude to risk assessment
* The frequency of the review meetings and valuations under this level of service will be determined by your preferences and the investment strategy selected. These meetings can be held face to face, by telephone or via email.
  • Investment funds/strategy research
  • Investment performance report
  • Policy administration
  • Portfolio rebalancing**
  • Capital gains tax calculation
  • Paraplanner support
  • Maintenance of your details
**A wrap/platform fund switch charge may apply.
Ongoing review service
Ongoing review service
logo
If you are looking for financial or investment review services in Guildford,
get in touch with us on
We provide our services to customers in Weybridge too.
Share by: