We provide comprehensive investment advice to individuals seeking impartial recommendations either on their existing portfolio or where they have money to invest. This includes:
- Understanding and identifying your objectives and goals as well as your attitude to investment risk and returns?
- Reviewing how your existing arrangements were established and whether they are still appropriate?
- Defining the time frame for results.
- Identify the most tax efficient method of investing, to maximize returns.
- Investment research provided in association with OBSR.
- Benefitting from our significant experience in this area to help you avoid the common mistakes frequently made by investors.
As part of our ongoing review service we can provide:
- A reassessment of your financial priorities and a review of your financial plan.
- An updated asset allocation model (with pie-chart) showing the current holdings in cash, fixed interest, property and equities.
- Advice on rebalancing your portfolio in line with your attitude to investment returns / risk, taking into account any changes in this.
- Advice on switching funds where relevant, including identification of any non-OBSR funds that could be switched to alternative funds where possible.
- An updated portfolio valuation statement showing the movements in fund values.
Would you like to know more?
If you ‘d like to know more about how we add value when giving investment advice, please feel to call us on 01626 833225 to find out more or to arrange an initial complimentary meeting. We can also offer telephone based support as well as more traditional face to face meetings.
