Reporting & Benchmarking

Part of our brief will be to agree the level of performance your portfolio should be achieving and how often we should be reporting.

As a minimum, we will report on an annual basis and in most instances, quarterly reporting is the norm. However, reporting in itself is not enough. We believe that benchmarking to agreed specifications is the only way to accurately measure the success, or otherwise, of the investment and make suitable adjustments.

Want to know more?

Call us for a friendly chat on 01923 725 129 or email: advice@meridianc.com

Address: 24 Church Street, Rickmansworth, Hertfordshire, WD3 1DD