Review your financial plan regularly

Monitoring and reviewing your financial plan

There is little point in setting goals and never returning to them

You should expect to make alterations as life changes and you should have a formal yearly review at the very least to check you are on track to meeting your goals. There may be some aspects of your portfolio you may want to check up on a six-monthly basis and this will be reflected in your agreed TFA Service Offering.

Has something happened in your life that calls for a fundamental change to your financial plan? Maybe a change in circumstances has changed your time horizon or the amount of risk you’re willing to handle. If so, it’s important to take a hard look at your portfolio to determine whether it aligns with your revised financial goals.

We will help you to monitor your plan, making adjustments as your goals, time frames or circumstances change.

At the outset of your relationship with TFA you will have agreed which Service Offering best suits your needs and this will detail how frequently these formal reviews will take place. At any time and in discussion with your adviser you may change the service offering you have agreed should your circumstances change.

Supporting your lifestyle goals

At TFA we’ll help you identify where you are today and where you want to be, and what process to follow to create a plan that helps you achieve what matters most in your life. To find out more or to discuss how a comprehensive financial plan can support your lifestyle goals, please contact us – we look forward to hearing from you

The value of investments can fall as well as rise. You may not get back what you invest.

Past performance is not a reliable indicator of future results and targets are not guaranteed.