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Futura Independent Financial Advisers

29 - Jul - 2010

Independent Financial Advice

Investments FAQ

Investments

 

Q. How often will my investments be reviewed?

A. Futura Independent Financial Advisers will assess your requirements at the initial consultation and depending on your ongoing needs and changes to your situation, the frequency will be mutually agreed between us and our customers.

We make it our business and priority to monitor our clients portfolio and report on the progress of their investments.

Q. Are my investments held with you?

A. No. We are registered financial advisers, not brokers. All investment funds are held in your name with the provider, hence they can be withdrawn or distributed to you only.

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  • Futura Independent Financial Advisers is a trading name of 2 Plan Ltd which is authorised and regulated by the Financial Services Authority. It is entered on the FSA Register (www.fsa.gov.uk) under reference 461598.
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