During this stage of the quality advice process we will:
- Discuss and report as to how your plan has performed since the last review
- Check with you where there have been changes in your life and your objectives
- Review your objectives and re-visit the advice process, should the need arise
- We will agree with you, when discussing our investment solutions costs and service document, the frequency and need for regular reviews
'The majority of people we work with want to be sure that their plan is still on track to achieve their goals'