Portfolio Management Service

In order to provide the level of service our clients require and to ensure that we are aware of their ever

changing needs, we have designed our very own PORTFOLIO MANAGEMENT SERVICE.

The Portfolio Management Service enables our clients to be contacted on a monthly

basis with the performance of the funds that are held within the Howard Wright

portfolios and our monthly view of the markets. They are then given the

opportunity to realign the portfolio with us, if appropriate.

If you are part of the Portfolio Management Service, it ensures that you are

seen at least once a year for a full financial review although many clients

choose to be seen monthly, quarterly or half yearly depending on the

level of service they require.

Our Portfolio Management Service has proven invaluable to ourselves and

ourclients in providing a service where we are constantly aware of their

changing needs and financial objectives. In addition, you will also be

provided with your own personal login, which will enable you to have

immediate access to your policy information and instant valuations via

our website.

You will also receive other monthly eShots of news, special offers and

events we feel that may be of interest to you. For more information on

how Howard Wright could guide you in the Wright direction contact our

team on 0845 688 4939.