Whatever your goals, we will work with you to create an investment strategy, which we will monitor and review with you on a regular basis to ensure it remains on track. We follow a structured investment process designed to help you meet your investment objectives, without exposing you to unnecessary risks.
There is a huge choice of investment contracts which can be confusing to many. Each investment available can have varying degrees of tax efficiency and exposure to risk, from cash based deposit savings to exposure to stock markets around the globe. We will initially establish the level of risk you are prepared to take before recommending an appropriate mix of assets for your portfolio e.g. cash, fixed interest, property, equities and commodities. We will then advise on the most appropriate investment contracts to hold these assets in before helping you implement the strategy.
Through the use of technology we will monitor your strategy and manage your portfolios, this will help you react to changes in market conditions and possible changes in your goals and attitude to risk.
To discuss further please contact us