Annual Reviews

ll investments and insurance policies should be Reviewed on a regular basis to ensure they continue to meet your needs.

Wealth Foundry provides a Review Service which covers any number of the following aspects at your discretion:

• Your changing needs and objectives
• Your investments compared with your risk profile
• The relative performance of your investments
• Budgetary constraints or availability of funds
• Investment climate changes
• The quality and cost of your insurance benefits
• Any change to your health or lifestyle that may have a positive impact on the cost of insurance (e.g. if you have stopped smoking or reduced your weight)

All these factors are subject to change and these changes may have significant impact on the suitability of your investments or insurance policies.

Please contact us so we can work out a cost or providing the Review Service based on the regularity and depth of Reviews you require.