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Portfolio Review Meeting

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

  • 45 min
  • Face 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

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