Ongoing Support & Reviews
At Riordan Financial, we recognise that financial planning is an ongoing journey that evolves with your life. Our commitment extends beyond creating a financial plan—we’re here to support you every step of the way with continuous personalised assistance.
How Do We Provide Ongoing Support?
Regular Reviews and Check-Ins
- Scheduled Meetings: In agreement with you we can conduct regular reviews to assess your financial plan’s performance and make necessary adjustments.
- Updates: We can schedule regular updates for you to allow you stay informed about market trends and how they may impact your investments.
Need Help with Protection Claims?
- Expert Guidance: Navigating protection claims can be complex. Our team provides support to ensure a smooth and timely process.
- Liaison Services: We communicate with insurance providers on your behalf to facilitate efficient claim resolutions.
Wondering About Pension Performance?
- Strategic Planning: As you approach retirement, we help you understand and optimise your pension draw-down options.
- Tax Efficiency: Our advisers consider all relevant areas to maximise your retirement income.
How Do We Tailor Financial Plans to Your Changing Lifestyle?
- Adaptive Strategies: Life changes—such as marriage, career shifts, or starting a family—can impact your financial goals. We adjust your plan to reflect these changes.
- Personalised Solutions: Your financial plan evolves with you, ensuring continued alignment with your lifestyle and objectives.
Looking for a Comprehensive Financial Overview?
Download Your Financial Passport
Want to ensure that your next of kin is aware of your details, please use this Financial Passport—a comprehensive document that consolidates all your financial information in one place. It’s an invaluable resource for tracking your policies and provides guidance to your family in the event something happening to you.
Why Choose Our Ongoing Support?
- Dynamic Life Management: Financial needs change over time. Our ongoing support ensures your plan remains relevant.
- Peace of Mind: Regular check-ins provide reassurance that your financial future is secure and on track.
- Opportunity Maximisation: Continuous monitoring allows us to capitalise on new opportunities and mitigate potential risks promptly.
Want to Enhance Your Financial Journey?
Your financial well-being is our priority. With our dedicated ongoing support, you can navigate life’s changes confidently, knowing that expert advice is always at hand. Contact us today to schedule your next review or to learn more about our comprehensive support services.
