Extra eyes

Do any of these statements sound familiar?

· I used to take an active interest in running my portfolio, but now I feel snowed under with paperwork and in danger of losing touch with what's going on.

· My investment manager has retired and I don't get on so well with the new person.

· My circumstances have altered but I've had no advice about updating my investment portfolio.

· I'm not sure if my investments are performing as they should and I don't understand all the reports I get.

· I'm not sure all my other financial arrangements are being looked after "in the round". Should I be doing something about IHT planning, pensions, long term care, etc?

· I don't know if I am with the right SIPP manager. What about my pension strategy for the future?

If you are worried about these or similar situations, SMB Wealth Management could act for you as "another pair of eyes”. We would liaise with your investment manager or SIPP provider, to make certain that all your concerns were dealt with, and then report back to you in language that you understand. We would also attend meetings with you, or on your behalf, look at all the paperwork and monitor investment performance.

This service can be provided on our normal fee basis, but in many cases it will not cost you any more to have "another pair of eyes” looking after you!