The role of the Financial Planner is to improve the financial position of the client.
We provide an independent, whole of market wealth management service, individually tailored to meet the expectations and objectives of our clients.
We operate 15 in-house investment portfolios which are monitored and updated on a regular basis to enable us to take account of economic and political changes . The portfolios match the clients’ preference for exposure to risk and capacity for loss. However if there is no suitable model portfolio we will design a personal portfolio.
We do require a client’s authority before making any changes to their portfolio; we are not Discretionary Fund Managers.
Tax planning is at the heart of our decision making when preparing an investment strategy and sometimes we will need to work with a client’s accountant or solicitor to ensure their objectives are met.
For more information about the investments options available and which ones work best for you, get in touch with us today.Back
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