“I write on behalf of both of us to thank you for your service as our
financial adviser in recent years. Thanks to you we feel wholly secure.”

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Step 4: We review your situation annually

To make sure you reach your goals, regular monitoring is essential. That is why we review your financial situation with you at least once every 12 months. At this point we can see how things have changed
and decide whether any action is necessary to keep your plan on track.

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Winsec Financial Services is a trading name of Blackstone Moregate Limited. Authorised and regulated by the Financial Conduct Authority. Registered in England. Registered No: 03631973

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