Ongoing Monitoring

Clients who join our Investment Management Service have the peace of mind and assurance that we continue to monitor the performance of the investment managers that we have recommended.

If there is a need to change a fund we will alert clients, explain our reasoning for the changes, check risk tolerances and - on receiving client permission - using the technology available to us to switch monies to an alternative fund manager.

This strategy will therefore ensure that your holdings are constantly monitored.

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Henwood Court Financial Planning - Independent Financial Advisers (IFA) based in the West Midlands.

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