You will soon be presented with our Client Agreement document. Here we expand on the information and explain in more detail the service to be provided and the associated costs.

 

 

Fundworks will carry out a systemised review of your financial plans to make sure you stay on track to meet your goals and objectives. 

 

We will discuss and review:

  • Portfolio performance

  • Personal circumstances and financial goals

  • Implement changes

  • Review your risk attitude

  • Re-balance portfolios

Reviews may be face to face, telephone based or written depending on the proposition level.