Steps in the review process

Conducting a review is a logical process and follows a series of steps. An analysis is conducted of the client’s situation, the property itself and the original assumptions on which the strategy was devised. The aim is to establish whether changes have occurred that would indicate a need to change the investment strategy. We look at each of these steps a little closer:

  1. Review the client current situation
  2. Review the current property/properties
  3. Review the original assumptions
  4. Review the original strategy
  5. Recommend a plan for change
  6. Fees and charges
  7. Frequency of review
  8. The reviews and staying in touch with clients