Investment Review Service

If you already have an investment portfolio, when was it last reviewed?

Perhaps you are thinking of consolidating all of your investments, bringing them together ‘under one roof’?

Our review service is designed to ensure that your investments remain relevant and suitable. Our aim is to optimise their potential and set a structure to ensure that they remain on track.

Consolidating your investments will bring them all together and cut down on the paperwork you receive. You will see the components of your portfolio on one statement

Reviewing your investments in relation to your attitude to risk ensures that you are not taking too much, or too little, risk.

Putting a review structure in place and re-balancing the investment portfolio regularly will keep it up to date and relevant. This will maximise its potential at the same time as ensuring that it remains suitable for your requirements.

An initial meeting will cost you nothing and a full and comprehensive review is just a click away.

What our clients say

“Who to turn to after the loss of one’s husband who had made all financial decisions was not an easy matter.
I talked to a couple of building society advisers but thought that their advice might be coloured by connection with insurance companies.
A national broker sent a rep to talk to me but I was uncomfortable with the remoteness of the organisation.
Then my solicitor suggested I speak to BLM. I straightaway knew I had found what I was looking for: a friendly, professional firm who took the trouble to find out my attitude to risk and my long term plans. At no time was I made to feel embarrassed by my ignorance of the world of investment, everything was patiently explained to me (sometimes twice).
This has removed a weight from my shoulders and left me feeling confident that I have the independent financial advisers I was seeking.”
Mrs C from Leeds, Retired

Testimonials

“When you trust your finances to one organisation for over 20 years, they must be doing something right. And over that period, personal finance seems to have become more complex, my personal life has followed suit and I as get older, getting the right advice has become even more important. That’s why it’s just what I need to feel assured and confident that my own financial affairs are in good hands. BLM has supported me and navigated me through pensions, savings and mortgages over that period; always on-hand, always responsive and always driven exclusively by my best interests. Best of all, they manage to explain it to me in words I can understand!”

Mr E, Cheshire

Where we are

BLM Partnership, 95 Aberford Road, Oulton, Leeds, LS26 8SL

Contact details:

Telephone: 0113 282 5017

Fax: 0113 282 1112

Email: info@blm-group.co.uk

Office hours:

9.00am – 5.00pm weekdays

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The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

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BLM Partnership Ltd is authorised and regulated by the Financial Conduct Authority under registration number 188592

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its websitehttp://www.financial-ombudsman.org.uk/