Carrington Investments

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Ongoing Monitoring

Once a recommendation has been made and a plan implemented, it is important that this is monitored and kept up to date. Carrington actively manage the client investments and will suggest changes with the client, where necessary. All changes that we suggest will have been through our robust research process which includes in house and external industry experts.

Each client will receive a quarterly valuation and market commentary. As well as this there will be regular contact via email and phone and at least one formal meeting per annum to review progress, re look at attitude to risk and asset allocation.

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