⚠️ Legacy investments ⚠️

Do you have investments (ISAs, Collective investment accounts, Bonds)?

When did you last review them? 🤔

We are seeing lots of clients that have had investments for a long time but have never reviewed them.

You may have taken them with a bank or building society that has closed or an adviser that retired.

We recommend reviewing the suitability of an investment at least once a year.

So much can change so quickly that you want to make sure your investments remain right for you and your circumstances.

Time for a review? We can help with that.
https://calendly.com/tp-financial-solutions/discovery-session