Key reasons for moving often include
- The old adviser does not respond to calls and emails
- The old adviser did not live up to expectations
- The old adviser has retired or has changed their business structure/charges
Meeting with one
of our advisers
Your adviser will look at your existing financial circumstances and financial products, to make sure everything is still appropriate for you.
We often find that no major changes are required and then we can simply agree an ongoing servicing and advice plan.
In some cases, we find that existing products/arrangements are no longer suitable. Typical examples include:
- a new provider has become available
- more suitable investment choices are available
- better products are available, which could reduce charges and/or taxes
In these cases, your adviser might recommend a change. They will set out the reasons behind the changes and the pros and cons of taking action.
Related Pages
Review My Savings
If you want advice about investing for the future, or if you have an existing investment or pension policy, we can help.
Saving For Retirement
We can help you choose the best way to plan for your eventual retirement, including the most tax-efficient way to invest and making sure your plan stays on track
Investment options
We recognise that different investors want different investment options. As a result, we offer access to all types of investments including active, passive and sustainable funds
