INVESTMENTS

Unit trusts, bonds, ISAs, equities...

There are so many different types of savings and financial investments that it is wise to seek advice as to which ones to choose.

The most important part of a client meeting is assessing risk profile i.e. how much risk is the client happy to take? Also we put risk into context. Once this is agreed we can model the portfolio to suit using modern asset allocation techniques and software modeling techniques which provide clear detail on where and why money should be invested.

Money should never be left to go to sleep. It needs constant attention. Rest assured using our state of the art client management service data base technology, we will deliver this to you. Change needs to be made on occasion, managing losses and gains are equally important issues so our close working relationship is vital.