There are many factors that could be causing your existing investment account to underperform. Common reasons include:
- A limited fund range
- No active management from the advisor
- High fees
- Hidden costs and commissions
- Restrictions and surrender penalties
We offer a free analysis service where we look at the performance of your account, the current asset allocation and break down all of the fees for you into plain English. We will give you a list of options that you have available to you in order to improve the performance of that account, which includes the cost-benefit of moving that money to a new account.
We offer this free analysis for virtually all types of investment accounts, but if you have an account with one of the following then we particularly urge you to get in touch as we can definitely help you:
- Friends Provident
- Old Mutual
For a free analysis email us at [email protected] or complete an enquiry form.