Exisiting Investments | Services | Alexander Peter Wealth Management

It is vitally important that you receive regular reviews

For those with existing investments and other financial provisions it is vitally important that you receive regular reviews once a year. Here at Alexander Peter Wealth Management we have various review options to suit your needs.

Let us review your existing provisions

Use our free initial review service so that you have a fresh pair of eyes scanning and evaluating what you already have. We will be able to provide a thorough analysis along with our own recommendations. If at the end of the review we feel that what you have is fit for purpose then we will not be afraid to say so. Bottom line it never hurts to get a second opinion.

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What to look out for

A few important things to keep in mind when it comes to your investments.

Fees

A complete top to bottom analysis of all the fees being deducted. You may be very surprised by how much you are paying in fees.

This of course has a profound effect on the growth of your investments. We have seen investors pay up to 5% a year which is ridiculous. These will be made up of adviser fee, product fee & fund manager fees.

Performance

You invest to make your money grow! Many firms sadly, invest your money to make their pockets grow at your expense.

This is because they are not fully independent, despite their claims, and end up using fund houses that are underperformers. Your adviser continues to use these fund houses because they receive a hidden trail commission which presents a conflict of interest.

These funds can cost up to 3% a year. Why continue to invest in these when better alternatives can cost as low as 0.1%.

Risk

Your attitude to risk changes at key events in life, but the composition of your investments can change rapidly due to varying degrees of performance of each asset type. Therefore, you might find that what you now have is outside of your tolerance for risk.

Why wait?

Our review service, serves to provide you will all the facts about your current plans and fees. Rest assured that should you wish to appoint Alexander Peter Wealth Management as your adviser, we will provide you with full transparency and a truly independent approach to financial advice and wealth management.

We have already helped many investors save money on their investments and achieved better long-term growth, so what are you waiting for?