Planning Your Portfolio
Risk v reward: Are you cautious in your outlook, open to different options or really quite adventurous? We will get your opinions and complete a risk profile together before agreeing parameters that you’re happy with.
Options: Once we know what type on Investor you are and what you are looking to achieve we research the market and put recommendations together for you, giving you some options before we come to a decision together.
Regular reviews: This will be re-visited when we conduct our reviews and also by us in the background as the market horizon alters and new funds are available in the market place. We offer carefully constructed risk rated portfolios to allow you to invest across a wide range of global asset classes and different fund manager styles, delivering a diversified and well balanced set of investment solutions.
Review & report: We continually assess the progress of your portfolio and invite you to for regular review meetings at intervals of your choosing to ensure performance is where we both want it to be. You can also keep aware yourself by logging in remotely to view your holdings.