Your financial plans should evolve as your life does. That’s why we invite all our clients to an annual review — a chance to revisit your goals, update your portfolio and make sure your existing policies still fit your current circumstances.

 

So, what can you expect of a financial review meeting?

• Review of your investment risk profile to ensure it is in keeping with your current risk appetite
• Review of your attitude to sustainable investments
• Assessment of any changes in your circumstances which would impact on your existing policies
• Re-adjustment of your financial plan

 

The meeting can be completed in person, via video or telephone and advice is not limited to the plans that you only hold with us.  If you wish to schedule a meeting, please contact us on imofs@imo.ie.