Keeping it under review
If you run a car, you know it makes sense to get it serviced now and then, and probably quite regularly.
If you don’t things start falling to bits, your tyres lose their grip, the brakes stop working and your car loses value faster than it would if it was being looked after better.
It is much the same with your investments.
It isn’t that what you have will wear out, but it might go off in the wrong direction and fail to reach the destination you had planned.
This is because things change. Markets go up and down, the fortunes of entire countries and even regions wax and wane and last year’s best performer can easily become this year’s worst.
Add that to the fact that your own circumstances will almost inevitably change over time, sometimes with events which were expected and sometimes with events which were not, and it is pretty obvious that financial plans should be reviewed and checked.
As a client of Atkins Bland you will be encouraged to use us for ongoing servicing and reviews. These are not compulsory and we try not to nag, but it doesn’t take much time to carry out a financial MOT and failing to bother can take your plans into the ditch.
We don’t mind acting as road side recovery if you feel what you have done before using us has not worked too well, but if you are a client we like to stay involved in your journey and help you keep everything on track.