At AdviceFirst, we’re always striving to get good outcomes for you. This includes giving you a gentle nudge to make sure your investment plan is suitable for your current circumstances and keeping your contact details (email and phone) up to date so we can help you quickly and sustainably.
In February, some of our clients received a letter or an email asking them to confirm their contact details and any changes in their life that may call for adjustments in their investment plan.
A huge thank you to all those who took the opportunity to do a tiny bit of form-filling or who called and talked to our team in person. We really appreciate you responding so quickly. We’ve updated your preferred contact details in our system, and for those who let us know about life changes that may impact their investment plan, our Advisers will be in touch to make any necessary adjustments.
To those few who haven’t responded to the letter or email yet, there’s still time to get in touch and put everything in order, for a better financial future for you. We look forward to hearing from you.