Opting Out

February 6th, 2014

Opting Out

You may decide to opt‐out of any ongoing advice and review service. You are free to do so.

However, please take note of the following:

  • If your financial circumstances, objectives and attitude to risk change over time, the structure of your investment portfolio may no longer be in your best interests.
  • As financial markets fluctuate, the way your assets are allocated in your portfolio may become unbalanced and ultimately expose you to more investment risk than you wish to accept.
  • You will not be kept abreast of changes in taxation, new legislation, or new products that could be suitable for you.
  • On Pension Drawdown Plans in particular, without advice on making withdrawals, you may incur unexpectedly high levels of income tax, emergency tax, Lifetime Allowance tax and inadvertently restrict your ability to make future pension contributions.

You may opt back in to ongoing services at any time.