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.