Review Procedure

Our review meetings with clients will take place at least annually (unless this option is declined by the client).

The Review Meeting will include:

  • An update of circumstances
    To enable WWFS to ascertain the up-to-date position and whether action is required in the light of any changes.
  • A review of the client's Financial Planning strategy
    To ensure that this is still appropriate.
  • A review of Investment Performance (where relevant)
    To ensure that investments put in place are still appropriate and historic performance is in line with expectations;
    Action to be taken if appropriate.
  • Update on legislative changes
    WWFS will update clients on key legislative changes, particularly tax, and amend a client's strategy if necessary.
  • An opportunity to discuss future plans
    This enables WWFS to continue with holistic Financial Planning.