
As an FTS client you are free to contact your adviser at any time and we encourage you to take advantage of this aspect. We encourage our clients to inform us of any significant changes in their circumstances such as their income level or lifestyle needs.
Your adviser is always available to discuss these changes or to help with questions relating to your investment portfolio.
Your adviser will keep you informed of any changes that affect your personal circumstances so that you can stay on track with your financial goals.
Your adviser’s role is to understand your changing lifestyle and personal circumstances. We will revisit our modelling on an ongoing basis in light of any changing variables and guide you through the choices available.
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