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FTA Financial and Wealth Management offer an ongoing service to clients, with active management being provided to ensure you get the most out of your investment portfolio.

It is imperative that a substantial investment portfolio is reviewed with you regularly, it needs to remain in line with your developing objectives and risk profile, plus changing the investment strategy in response to market outlooks should translate to better long-term growth.

You will need to keep updated with the options and legislative changes to your investments and taxation so working with an adviser on an ongoing basis will ensure you are informed and financial planning can be conducted to its best potential. We like to work with our clients for life and as you hit each stage of life, where your thoughts and requirements may change, we will ensure that you are looked after and that your money works best for you.

Please contact us today to discuss our Ongoing Service options

Click here to download our ongoing services brochure