Investment planning review

Before we can make any sort of recommendation on the type of investment products that might help you most, we need to understand your financial position and your aims for the future.

Our no-obligation Investment planning review is designed to help us get to know you better - it can also be an opportunity for you to get to know your financial aims better, simply by talking them through with one of our experts. There is no charge and no commitment on your part.

Just contact us to arrange a meeting with one of our International Wealth Managers who will:

• Contact you at a time that suits you
• Take around 45 minutes to get to know about your financial position and your goals
• Prepare a personalised set of recommendations explaining how our decisions were reached

Remember, there's no obligation on you to accept these recommendations, but if you do decide to go ahead we'll:

• Sort out all the paperwork
• Write to you to explain the reasons for recommending these products and confirm the arrangements that have been made for you