When did you last review your investments and insurance policies?
How often should you review your finances?
Could you save money by switching your mortgage provider?
Since you last made an investment has the law changed?

The above questions are just some of those that our clients ask before choosing to review their financial circumstances, often doing so every couple of years. When giving advice, the advisers recommended by ifasw.co.uk are obliged to fully consider a client's situation and this means taking into account existing policies. Having conducted a review and if appropriate, they may recommend changing providers or terminating contracts, but only when there is overwhelming evidence to do so. This might be advisable in the event that savings can be made elsewhere or your requirements upon a policy may have changed.

Market conditions, taxation and legislation are all equally good reasons for re-assessing a client's portfolio and perhaps it has been some time since yours was reviewed. If this is the case then a local advisers can help, it's what they do - Just ask us by clicking here!