Our approach to investment planning is that it should be driven by your financial objectives.
Everyone has financial objectives: maybe they are to accumulate more capital growth or income, distribute wealth to family members, or invest more money in property.
Our role is to fully understand your objectives, and to strategically design an investment portfolio targeted at supporting you fulfil those objectives. For us to do this effectively it is important for us to consider thoroughly your individual circumstances, your attitude to risk, your capacity for loss and other significant factors.
The benefits of investment planning:
- Your investment portfolio is strategically designed by an expert
- You get a tax-efficient portfolio of investments tailored specifically to your needs and circumstance
- Your expenses of trading will be reduced making your money work harder for you
- Your investments are regularly reviewed and managed with your objectives in mind
- You retain control of any decision that are made about your money
Please remember that the value of your investments can go down as well as up.