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Ongoing Portfolio Management

MONITOR

Implementing a financial strategy is not a matter of “set and forget”. A strategy soon looses its value if it is not reviewed regularly. Whytes Wealth Creation Specialists understands various factors will influence a long term strategy and the importance of acting promptly if adjustments need to be made. When circumstances change, our clients rely on our support to ensure their financial strategy remains relevant.

Whytes Wealth Creation Specialists present an Ongoing Review Service to clients, including provision of regular portfolio reports that examine activity and measure progress. The service is provided as frequently as required and is tailored to suit the client’s needs.

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