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Portfolio Review Service
Retirement Planning Service

What is it?

The Portfolio Review Service provides a report on your current investments, including information which you may find useful if you are considering changing the make-up of your portfolio.

The report gives you an indication of the relative level of risk associated with each of your individual equity holdings, which will help you to understand your current exposure to risk. In addition, it provides a summary of broker recommendations of each stock in your portfolio.

The report also provides historical performance information for any Unit Trusts and Investment Trusts you may hold and comments on individual bonds.

 Tax Return Service

How do I qualify for this service?

Your Client Relationship Manager will discuss the service in more detail with you and assess its suitability for your circumstances. A sample report is available for you to view. Once the report has been prepared, your Client Relationship Manager will present it to you in person at a convenient time, giving you the opportunity to ask any questions you may have. The accuracy of the report will depend upon correct holdings data being supplied by yourself.

If you would like more information about this service please phone our Client Services team on 0845 605 4400. Or we can call you click here.



 
 
   
Santander Portfolio Management UK Limited is a wholly owned subsidiary of Santander Asset Management UK Holdings Limited. Registered in England No.3839455 at: Abbey National House, 2 Triton Square, Regent 's  Place, London, NW1 3AN, United Kingdom. Telephone 0845 60 55 600 calls may be recorded or monitored. Authorised and regulated by the Financial Services Authority for the provision of investment management services.

Abbey National plc advises on mortgages, a limited range of life assurance, pension and collective investment scheme products and acts as an insurance intermediary for general insurance.