Intelligent Financial Advice Ltd

Client Reviews

It is very important that you review your investment or pension funds on a regular basis.

Intelligent Financial Advice have chosen not to be ‘discretionary’ managers as we believe it is important that we obtain your consent before making any changes.

There are various reasons why we may recommend a change. For example

• Your attitude to risk may have altered
• Your need for income may have changed
• One of your funds may have a new fund manager
• New legislation may alter the effectiveness of your policy
• There may be changes to ISA or Inheritance Tax allowances

To arrange a review appointment click here