| Portfolio Planning Strategy |
Portfolio ManagementA key part of our recommendation is the development of an investment programme which is individually tailored to your income and capital growth requirements. As such, your adviser, with the benefit of extensive market research, will help select funds and a portfolio to achieve these goals. Strategic PlanningWe take a great deal of trouble when we first meet you to understand all your objectives and your fundamental attitude to risk. It is important that we get to know you and fully appreciate all your circumstances so that we can accurately create the roadmap to satisfy your financial needs. Once we have completed the initial process we will produce a Wealth Management report forming the basis for the ongoing development of our relationship and your portfolio planning. Our advisers utilise a range of investment vehicles and tax wrappers which we believe will be appropriate for your circumstances, and we will provide you with a suitability letter describing your portfolio’s objectives and the strategy for achieving them. We often use external account managers, large institutional fund managers, or managed funds – many of which would not normally be available to you directly – when designing your portfolio. Find out more: |