Existing Accounts

At Quintessential AMG, we have extensive experience in analyzing and improving the performance of existing investment accounts.

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:

  • Generali
  • RL360
  • Friends Provident
  • Old Mutual
  • Skandia
  • Hansard
  • Prudential
  • Zurich

For a free analysis email us at or complete an enquiry form.