We believe you have the right to know.
If you have money invested it is vital for you to monitor its performance. You wouldn’t leave your cash unattended so why leave the performance of your
investments unchecked?
One of the biggest problems facing investors is that the difference between an investment that performs well and one that performs badly can be enormous.
In good times, when stockmarkets are on the up and the values of your funds are growing, perhaps you don’t need to worry quite so much about your
investment decisions. But if you do not keep a check on just who is managing your hard earned money and how well they are doing, you could be losing
out.
Would you know how your funds are faring against other similar types of investment?
With the F1RST Financial Investment Review Service you will receive a report with the facts about your funds you need. This will be updated for you on
a regular basis so you can keep track, normally about the time you receive your annual statement from the provider of the investment.
If we have arranged an investment for you, we will automatically review this for you whenever you wish. If you have investments you arranged with
someone else we can also look after these, but will require your authority for the servcing rights of these plans to be changed to F1RST Financial
Services.
The service is available whether you are an existing client or not and is available free of charge. As part of the service you can phone us to ask
questions about the report or arrange advice if you need it. But you are under no obligation to discuss or meet with us.
|
![]()
![]()
|