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riverglen financial associates

PORTFOLIO REVIEW SERVICE

We provide a full and independent portfolio review service. You will have a single point of contact responsible for providing you with individual and personal advice about your portfolio strategy and you can decide on the level of support and frequency of contact that you feel comfortable with.

However, you will gain far more than just support with your investment decisions, we will provide you with advice on asset allocation, updates of specific changes within the market or to particular funds, ongoing analysis of funds, advice on best direction for new investments and alternative market entry strategies.

If you feel this is the type of service you require, please contact Nigel Lindley on 01778 421122 to set up an initial meeting.

portfolio management service factsheet


our services

Retirement Planning
Expert advice to ensure your retirement is plain sailing. Find out more

Investments & Savings
Helping you to plan your finances to suit you, your lifestyle and budget.  Find out more

Mortgages  & Equity Release
Making sure buying a house is as hassle-free as possible.  Find out more

Care Fees Planning
Helping you make the right decisions for the right reasons for your family. Find out more

Portfolio Review Service
Our tailored service is a fast, easy way to control your finances from one central point. Find out more