A straight-forward, no-nonsense approach to get your investments performing to their full potential.
Your investment performance
Making sure your retirement fund works as hard as you have
You’ve worked hard over the years to build up a retirement fund, so why settle for a sluggish pot that’s not working to its full potential? We know you might have suffered from high fees and poor investment performance in the past. Or, you may be wondering whether you’re getting the most out of your current arrangement. Transparency is easy to claim but harder to demonstrate. So, while you may think you’re getting a good deal, there may be some underlying charges you’ve not been privy to.
Managing your investment portfolio
Although we think it should go without saying, at Fathom we know the only way to deliver the retirement you aspire to is by gaining a deep understanding of your aspirations. It’s really that straight-forward.
Performance may be difficult to quantify, but poor customer service is not. By getting the foundations right, we can base an ongoing, personalised financial planning and investment management service that works hard for you. And always has your best interests at heart.
You’re not expecting too much. You should receive:
- Regular updates on your investment performance
- Reports that are simple and easy to understand (without having to wade through masses of gubbins to find the information you need)
- A client service team who are available to deal with any questions you have – as well as regularly reaching out to you, so you never feel like you or your fund have been forgotten about
Whether you’d prefer for an adviser to manage your investment portfolio, or take a DIY route, or somewhere in the middle – it’s important that someone keeps a close eye on the performance of your investment. Failure to take carefully considered action when necessary could have a serious impact on your fund’s growth.
To learn more, or to simply talk through your circumstances and your investment performance (without initial cost or obligation), give us a call or drop us an e-mail today.
Ready to talk?
You can give our financial advisors a call, send us an email or arrange for us to call you.