review process
Once our recommendations have been implemented we will commence regular reviews with you (normally at least annually). These review meetings will include:
- assessment and discussion of the recommendations which we put in place for you
- a detailed valuation and analysis of your assets
- re-visitation of your present position, objectives, investment risk profile and goals
- we will also discuss the service you are receiving from Lonsdale Financial Consulting, and whether the agreements/instructions that we have in place for you are still appropriate to your requirements
Lonsdale Financial Consulting Limited
22 Mount Ephraim Road, Tunbridge Wells, Kent, England TN1 1ED
22 Mount Ephraim Road, Tunbridge Wells, Kent, England TN1 1ED
Lonsdale Financial Consulting Limited is Authorised and Regulated by the Financial Services Authority.
Lonsdale Financial Consulting Limited is entered on the FSA register under reference 189974
(www.fsa.gov.uk/register/)