On-Going Reviews

Professional financial and investment reviews in Stafford

Friendly Wealth Management offers quality reviews for your financial and investment needs.

Wealth management whenever you need it

Whether you are looking for an investment or financial review, contact Friendly Wealth Management for the highest standard of service.
We specialise in a wide range of financial reviews and wealth management services. Our team will provide you with dependable investment advice and carry out specialist transaction services. No matter the size of your requirement, speak to us for an initial consultation at no cost to you.
Free initial consultation

Ongoing review service:

  • Regular review meetings*
  • Regular policy valuations
  • Fact find information update
  • Assessment of your portfolio
  • Attitude to risk assessment
* The frequency of the review meetings and valuations under this level of service will be determined by your preferences and the investment strategy selected. These meetings can be held face to face, by telephone or via email.
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  • Investment funds/strategy research
  • Investment performance report
  • Policy administration
  • Portfolio rebalancing**
  • Capital gains tax calculation
  • Paraplanner support
  • Maintenance of your details
**A wrap/platform fund switch charge may apply.
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If you are looking for financial or investment review services in Stafford, get in touch with us on
0800 389 2276

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