Funds and Investment Strategy

This is critical but sadly hardly considered when conducting the actual transfer.

The worst issues I have seen are illiquid funds and structured notes that failed.

In short your funds and investment strategy should be bespoke to your needs. Your attitude to risk should be established and a portfolio built around this. Your attitude to risk can change, regular reviews are therefore crucial. How close or far you are from retirement is also important in this process. This is where our expertise can really make a difference. Feel free to email me at matthew@regency-wealth.com