The PIA Wealth Management Review Process
At PIA Wealth Management we believe that professional financial advice can add significant value to individuals and businesses. It is because of this belief that we provide a comprehensive ongoing review service designed to create real value for our clients.
We recommend that your portfolio is reviewed and re-balanced regularly - at least on an annual basis.
Our review process is underpinned by the following beliefs and procedures:
We will write to you just before your annual review date each year and dependant on your funds under management will ask you to complete a questionnaire that will help us check whether your investment portfolio remains in balance with your personal risk profile.
Once we have received and analysed your questionnaire, we will write to you again with our observations. If your profile has altered, we will explain how we intend to re-balance your portfolio accordingly and confirm what will happen next in terms of any follow up face to face meeting if appropriate.
If you have on-line access to your portfolio valuation through the Elevate wrap platform we will remind you how to log on to your personal account.
For lower levels of investment we may not provide this full annual review service however we will always write to you each year with our full observations and guidance notes together with an invitation asking you to contact us if you require any further assistance which may be subject to an additional agreed advice fee.
We will keep you updated on any financial information or news appropriate to you. Such updates will usually be sent via e-mail. We suggest you also regularly visit our website for all up to date information about PIA Wealth Management and wider general financial issues in the news.