EXISTING CLIENTS

Review @ Prosperous

Our review service is for existing clients of Prosperous.

If it has been over a year since you received your financial plan or your financial and/or personal circumstances have changed, then it’s time for a review.

We have the facility to book your appointment on our dedicated review page, just complete the short self-assessment questionnaire (at the end of this page) to begin the booking process.

Are You Ready To Get Started?

Personal and financial circumstances can change. With that in mind, we recommend regular reviews as needed for our existing clients to discuss and review any changes and ensure you are on your financial path. Life changes daily and it is best to be prepared and ensure that your financial products and plan still align with your needs and goals. When should you review your plan? At Prosperous Financial, we recommend a review at least once a year. If we manage your assets it is crucial to have a review annually.

An annual review costs €1,550.00* for Private Clients, €615.00* for our Premier Clients and €185.00* for our Choice Clients.

*Any trail commission relating to assets under management will be deducted from your fee.

 

What Circumstances Would Prompt A Review Of My Plan?

Revisit your plan annually
Adjust to stay on your financial path
End of year tax deadline
Reassess your portfolio