Independent Investment Portfolio Reviews
Once you become a client of one of the Cullimore Dutton advisers, we will ensure that any recommendations requiring ongoing management or special treatment (including issues arising from legislation changes) will be monitored during the year as per your Advice and Recommendation Report.
Depending on the level of ongoing service chosen we will:
- Meet face-to-face to review the past year and reassess your objectives, OR:
- Re-assess these objectives through telephone, e-mail or post, OR:
- Remind you of the available services and leave any physical reviews until you are ready
Irrespective of the above, on at least an annual basis, we will confirm that your investment remains suitable for your financial objectives.
An annual summary of the ongoing costs and charges will also be provided.
Key Contact
Stay on Track with Expert Portfolio Reviews
Ongoing monitoring is key to achieving your financial objectives. Our advisers provide regular portfolio reviews, tailored to your needs, ensuring your investments remain suitable, compliant, and aligned with your goals. We can help identify where your holdings may have drifted from their intended balance, where your goals may have changed, or where wider circumstances now call for a different approach.
Cullimore Dutton supports clients who want ongoing investment advice that feels personal, considered and easy to understand. From our offices in Chester & Knutsford, we offer clients investment portfolio review services in Wilmslow, Alderley Edge, Prestbury, Bowdon, Hale, and beyond. As an established Cheshire based law firm, our advisers provide independent financial advice, with joined-up support available where your investments sit alongside broader legal or financial planning questions.
Call us on 01244 356789, email us at info@cullimoredutton.co.uk, or complete the contact form on this page, and one of our team will be in touch promptly.
Keep your investments on track with confidence and clarity.