“I finally have an understanding of what I have and what I need

to achieve my financial goals and have a clear plan to work from.”

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Step 4: Annual Reviews

Even the best of plans and investment decisions fall off track through lack of monitoring. So we make a point of reviewing all your financial affairs with you once a year. We believe it is important to revisit your objectives and priorities as discussed when we were last together, and see exactly where we are today. Prior to our review we will provide you with a summary of all your investments and retirement plans with us.

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Blackstone Moregate is a trading name of Blackstone Moregate Limited. Authorised and regulated by the Financial Conduct Authority. Registered in England. Registered Number: 03631973.

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