A regular check of your portfolio to make sure it is still on track could help to make sure your money is still working hard for you. Financial markets are ever fluctuating; and due to any life changes, such as getting married, or your income changing or you are now reaching retirement, can mean that a portfolio requires attention to keep up its performance for you.
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Please be aware these articles are for general information purposes only and correct at time of printing. We will
not accept responsibility for any errors made or actions taken by any readers that have acted on the information
contained. Answers given are for guidance only and specific advice should be taken before acting on any of the
suggestions made. All information is based on our understanding of current tax practices, which are subject to
change. Always remember when investing, past performance is not necessarily a guide to future performance and
the value of some investment units can fall as well as rise.
