Do you have multiple savings and investment contracts?
Do you have many different policies started at different times?
Is this the most effective way to manage your money?

It is difficult to answer to the question "What is the most effective way?" because of the number of factors to consider. If you are in the situation where you are not entirely sure about the overall status of your portfolio, you should consider asking a manager to act on your behalf. But what will this mean to you, and how does a portfolio management service work?

You appoint a portfolio manager to work for you.
You choose the level of advice that you desire about your investments (minimal - full).
You receive the facts you need about your investments and their taxation.
Meetings with your advisers when you desire keep you updated and the managers informed of your wishes. 
Reviews and detailed valuations are provided on a regular basis.

Most importantly, it means that perhaps for the first time, your policies are being constantly monitored and adjusted accordingly, whereas you may not have been able to dedicate the time beforehand. If you think that you or your spouse may benefit from such a service then please contact us, without obligation. We will put you in touch with a portfolio manager company, ideally placed to meet your needs - Just ask us by clicking here!