With the help of Slater Financial I can relax safe in the knowledge that my savings are working hard for me.

Julie Carter

Why You Should Review Your Investments Annually

February 14, 2016

Maintaining the health of your finances is just as important as managing other aspects of your life, and when it comes to taking charge of your savings and investments, an annual review is the call of the day. As a leading provider of investment advice throughout High Peak, our independent financial advisers conduct regular reviews for private individuals and corporate clients, and for good reason. Here we discuss the reasons why an annual investment review could reap rewards both now and in the future.

Stay on track

When identifying the investment or savings fund that was right for you, it is likely that you would have planned ahead regarding what you’d like your investment to achieve and in what time period.

As the market evolves however you may find that the risk versus return ratio isn’t the same as when you first took the product on. An annual review of your investments will ensure you are on track to meet your objectives, whether you wish to foot the bill for short term expenses such as your children’s school fees or plan ahead for long term life events like retirement.

Maximise your return

As well as remaining on target to meet specific financial goals, an annual review will also highlight ways that you can maximise your investment and avoid the losses that go hand-in-hand with underperforming products. Whether increasing your return relies on switching products, altering your level of investment or another strategy, your adviser will be able to provide impartial advice on how you can stay proactive in light of recent market changes or legislation amendments.

Discover added value

Calling on an independent financial adviser for support when managing investments is becoming increasingly more common, with the need for professional advice greater than ever due to the lack of advice delivered by high street lenders, banks and building societies. Thanks to our thorough advisory process, you can access the latest information to help you build and maintain a balanced portfolio of shares, bonds or funds.

*This article does not constitute financial advice. Slater financial strongly advises you to seek professional advice before making any financial decisions.*