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Portfolio Review Meeting

Review your financial portfolio, assessing risk, diversification, and performance.

45 minFace to Face Meeting

Service Description

Most clients I meet already have existing investments in place, yet surprisingly they aren't being reviewed or managed effectively. I provide a 'second opinion' service to review your portfolio. Regular reviews are a great opportunity for you to assess the progress and ensure that your portfolio hasn't drifted away from your intended financial goal and objective.


Contact Details

  • Devere Acuma - Dubai - United Arab Emirates


Information

Fully qualified in all areas of personal financial planning, Liam Smith is here to support you.

Liam Smith


Dubai, UAE
UAE Mobile: +971 (0) 52 940 2489

Email: Contact@liamsmithwm.com

Office Hours

Mon-Fri: 8:00-19:00
Saturday: Closed
Sunday: closed

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