The annual review process is a vital part of our advice to you. We will prepare your annual review document and updated ethical investment analysis prior to the meeting and we aim to have it to you 5 working days before our meeting. We generally meet around the same time each year, either in person or by video conference.
To get the best value from this process, we ask you to read this document in advance of the meeting, make notes of your questions and think about the questions that we pose.
At the meeting, we will go through the Steps to Take Now, update any administration matters and discuss your situation, goals, health and your investments. We will also have a project to discuss with you each year, which could range from specific issues relating to ethical investing to whether your fire & general insurance is up to date, to making sure that your cyber security is as good as it can be.
After this meeting, we will share our notes with you for your records and implement any actions from the meeting.