For clients who do not feel draw to our comprehensive Financial Planning Service but who would like access to our Investment Process we have made available our Investment Review Service on a stand alone basis.

Many people have a disorganised jumble of investments they have been “sold” or gathered over the years. Often no thought has been given as to how they fit together. This can lead to:

• Excessive paperwork being generated as investments are spread around different providers who all send valuations and statements at different times of the year.
• concern that investments are not being monitored as often the original adviser has disappeared off the scene or stopped conducting regular reviews
• clients not fully understanding the risks associated with their investments and being concerned that they may be subject to too much risk.

Our Investment Review Service offers a comprehensive review of your existing investments including ISAs, PEPs, Investment Bonds, Unit Trusts and OEICs and Stockbroker Portfolios.

The Benefits of our Investment Review Service are:

By following the Tony Barber Financial Investment Process™, you will have:

• identified your individual risk profile showing the level of risk acceptable to you.
• an asset allocation strategy, helping maximise your returns within your risk profile.
• your investments with a suitable selection of investment providers and fund managers.
• appropriate investment options, flexibility and choice with no or low costs to move between funds or fund management companies
• your investment performance regularly monitored and reported to you.
• much less paperwork to deal with.

Our Strategy

Having determined your attitude to risk and your performance objectives, we will:

• review your existing investments to ensure they are in line with your current objectives.
• make recommendations to bring your existing investments into line with your risk profile and performance objectives
• comprehensively report the progress of your investments in a quarterly investment bulletin giving information on the current performance and any recommendations which we deem necessary to achieve your ongoing objectives.
• This will be done using the latest fund analysis software and online monitoring systems to help you achieve your investment objectives.

There is no up front fee for this service. Our fee only becomes payable it is in your best interests to transfer your investments to our management and you agree to do so. It really is a nothing ventured nothing gained review.

• Financial Planning
• Investment Review
• Pensions Review
• Tax Planning

"No investment decision should be taken based on the content of this website. Always take full individual advice first, the regulations governing tax rates and investments may change in the future."

CFP^CM and CERTIFIED FINANCIAL PLANNER^CM are Certification Marks owned by Financial Planning Standards Board Ltd. Institute of Financial Planning is the sole licensing authority for the marks in the United Kingdom, through agreement with FPSB.

Tony Barber Financial Ltd is an Appointed Representative of Financial Ltd which is Authorised and Regulated by the Financial Services Authority.
Company Registration Number - 5102278. FSA Number - 464539
Registered Office: Corner House, High Street, St Dogmaels, Cardigan, Pembrokeshire, SA43 3EQ