We have helped many clients turn around underperforming investment portfolios. It is a sad fact that investors lose billions of pounds each year as a result of being invested in underperforming investment funds. Would you expect your Financial Adviser to inform you if you were holding an underperforming investment fund within your portfolio?
If you have lost contact with your Financial Adviser, or become disillusioned through lack of contact or poor investment returns, we can help you optimise your investment strategy and get your Vista Savings Plan back on track to meet your goals. We offer a free initial consultation with one of our experienced advisers. Following the initial consultation they will provide you with a full review of your current investment strategy and give you advice on how you can make improvements.
The best news is that you won’t have to pay a penny! Yes that is absolutely right; you may not be aware, but you are free to transfer your Vista Savings Plan to another Financial Intermediary completely free of charge. The same may also apply to any other savings or investment plans that you have and are not satisfied with. In fact the whole process is really very straightforward and simply involves the signing of one or two forms. We can even notify your old Financial Intermediary for you, saving you the time and inconvenience of having to notify them yourself.
If you have a Zurich Vista Savings Plan and want to optimise the returns, or you have recently been recommended the Vista Savings Plan and want some straight-talking advice and a comparison of costs, then please use our quick contact form and a member of the team will be in touch shortly.