Individuals – Loughtons

GUIDES

Advice Process Overview56.4 KB Financial Protection A Guide to Protection676.1 KB

FORMS

Expenditure Budget35.2 KB Meeting Preparation Checklist62.5 KB

Tailored Advice

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?
Investment research provided in association with Morningstar
Benefiting from our significant experience in this area to help you avoid the common mistakes frequently made by investors

Reviewing how your existing arrangements were established and whether they are still appropriate?
Identify the most tax efficient method of investing, to maximize returns
Defining the time frame for results

Ongoing Review Service

As part of our ongoing review service we can provide review meetings at a pre-agreed frequency incorporating a reassessment of your financial priorities and a review of your financial plan.

A review of and advice on your investment / pension portfolio incorporating:

The gathering and updating of information regarding your personal and financial situation (fact-find)
Drawing up and providing you with an updated portfolio valuation statement along with an updated portfolio report, showing the current holdings in cash, fixed interest, property and equities indicating how this relates to your attitude to risk
Benefiting from our significant experience in this area to help you avoid the common mistakes frequently made by investors

Carrying out research to ensure that your current investments continue to be suitable
The recommendation to buy, sell or hold existing funds held within your existing investment product(s) ensuring that they meet our strict selection criteria, in line with your attitude to risk
To continue to act between your existing product provider(s) with a view to arranging the sale, purchase or holding of existing funds within your investment product(s)

Telephone 01626 833225 to find out more or to arrange an initial complimentary meeting