• COMPANY INFORMATION
  • ABOUT US
  • THE ADVISERS
• CLIENT
  SERVICES
  • INTRODUCTION
  • PLATINUM
  • GOLD
  • SILVER
• INVESTMENT PROCESS
  • RISK PROFILLING
  • ASSET ALLOCATION
  • FUND SELECTION PROCESS
  • ONGOING MONITORING & REVIEW OF FUNDS
  • CLIENT REVIEWS
• PRODUCTS
   
  • MORTGAGES
    • INTRODUCTION
    • RE-MORTGAGES
    • BUY TO LET
  • INVESTMENTS
    • ISA's
    • UNIT TRUSTS
    • INVESTMENT BONDS
    • SCHOOL FEES PLANNING
  • PENSIONS
    • BASIC OVERVIEW
    • PERSONAL/ STAKEHOLDER
    • EXECUTIVE PLANS
    • SIPPS - SELF INVESTED PERSONAL PENSION PLANS
    • SSAS's - SMALL SELF ADMINISTERED SCHEMES
    • COMPANY PENSIONS
    • STATE PENSION BENEFITS
  • TAX PLANNING
    • INCOME TAX
    • INHERITANCE TAX
    • CAPITAL GAINS TAX
  • LIFE/HEALTH INSURANCE
    • LIFE ASSURANCE
    • CRITICAL ILLNESS
    • FAMILY INCOME BENEFIT
    • ACCIDENT, SICKNESS & UNEMPLOYMENT PAYMENT PROTECTION
  • CORPORATE FINANCE
    • INTRODUCTION
    • DIRECTORS PROTECTION SCHEME
    • CORPORATION TAX SAVINGS
    • COMMERCIAL LOANS
    • EMPLOYEE BENEFIT SCHEMES
  • CHILD TRUST FUND
• CONTACT
   
  • HEAD OFFICE
  • THE ADVISERS

Client Reviews

Every client will be offered at least an annual review.

The first part of the review will be focussed on re-assessing the client’s attitude to risk.  Where this results in a change in attitude to risk, the client’s portfolio will need to be amended in line with the correct asset allocation for the new attitude to risk.

Contact us today

Robert Douglas Associates LLP is authorised and regulated by the Financial Services Authority.

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