We offer an Investment Management Service for people that do not want or need the ongoing financial planning that comes with our Wealth Management Service.
When your investments see year-on-year growth it might not seem like a priority to review your portfolio. Why would you? You are making money. However, do you really understand your portfolio and the underlying investments? Do you know if you are taking more investment risk than needed to achieve those positive returns? Could you be taking less risk and achieving even higher returns?! We will discuss risk with you and provide you with the all-important peace of mind. Overall, we want to help you achieve your aims and objectives.
We do not want to over complicate this section with investment “jargon”, however, for those interested, we have a passive investing strategy which invests into funds that track an index (the most well-known index in the UK is the FTSE 100). We will recommend a portfolio that diversifies your investments across different countries, different asset classes and different sectors to help reduce risk and improve returns. We will recommend appropriate tax wrappers to ensure your investments are tax efficient. Your investments will be placed on a modern platform that enables you to view your investments online 24/7 and simplify your reporting by providing consolidated valuations, transaction history and consolidated tax vouchers.
Please talk to us if you want to understand in more detail how we invest money. Otherwise, leave it up to us – it is our job to simplify your life!