An obligation-free X-Ray review is used to review your existing pensions and investments to make sure you are getting the best results. This means ensuring you are paying a fair price, being as tax efficient as possible, improving or tweaking the investment strategy but most of all making sure you are on track to achieve your financial goals.
Sometimes our review will reveal that you already have the best solutions in place, in which case we recommend you to stay put. Often, we can recommend a more suitable arrangement to better help you achieve your goals.