Regular Financial Strategy & Lifestyle Planning review meeting (including "CAM 12 Point Financial Wealth Check"):

•  Ongoing Risk Management Review.
• Annual Cashflow & Goals Analysis.
• Annual Investment Policy Statement.
• Annual Portfolio Valuation.
• Ongoing Investment Monitoring & Risk Analysis.
• Asset allocation structuring and review
• Portfolio re balancing
• Unlimited access to a highly qualified and experienced team in person, by phone or email.
• A proactive service with a professional planner managing your financial affairs.

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Capital Asset Management Plc is a trading name of Capital Asset Management (Financial Planning) Plc which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 225112