This service is designed to assist you in ensuring any existing or new investments are in line with your attitude towards risk and are best placed to achieve your goals for these investments.
Most new clients come to us with existing financial products they have acquired over the years, often unsure as to what they are really invested in and the financial risks involved with this. Many have found their adviser has either retired or worked for a company that no longer provides advice as is the case with many of the high street banks.
Does this sound like you? If so we can help.
Initially we start by assessing your views on financial risk, then after establishing your lifestyle needs, using our scientific research process, construct a tailor made portfolio of investments to meet your needs.
Changing needs from your Investments
Most new clients come to us seeking guidance on existing investments as a result of a change in circumstances. Perhaps they have just retired and their outlook on risk may have changed significantly since they initially invested, or they are now looking to generate an income from their investments when before they were investing for capital growth.
We can review your investments to ensure they match your needs now for income or growth.
New Investment Advice
Clients also come to us after receiving a lump sum of capital as a result of an inheritance, divorce or downsizing of the family home. We will take the time to get to know you and what you are wanting to achieve as we look to build long term relationships with our clients. Any investment we recommend will be regularly reviewed with you to ensure it remains on track towards achieving your financial goals.