b'The review process Over time it is likely that your financial circumstances will change and the assumptions we agreed at outset may be affected. There could also be changes to legislation and tax rates etc. which will have an effect on the plans we put in place for you.With this in mind we will meet at least once a year to review the plan and where necessary make the changes that are appropriate with a view to realigning the solutions accordingly.Managing your wealth & helping you to meet your investment goalsUsing the experience and expertise that exists at PIA Wealth Management, we create, implement and review your assets in line with your individual financial goals. Our aim is to maximise performance whilst at the same time ensuring that your chosen solution stays within the risk tolerances you are happy to accept. We discuss this fully with you before deciding on the agreed strategy.To achieve this we tend to use specialist fund management groups who have already satisfied our own due diligence processes.We regularly update our website which provides industry news plus other topical content. Our annual review process ensures that, as a minimum, we discuss your ongoing plans once a year and more regularly if you need to contact us either bytelephone or e-mail.'