Investments should meet a client’s needs in both the immediate future as well as the longer term.
I aim to simplify the investment process and allow my clients to focus on the things they do best. Where possible we will maximise the tax breaks available ensuring our clients keep more of their money by aiming to fully utilise their annual ISA and other tax efficient allowances.
We only select investment products and providers from the Sesame’s ‘Recommended Product List’ to ensure our clients receive the benefit of the detailed research they provide to help achieve the very best advice possible.
I offer a regular review option available where I wil check that your investment portfolio continues to meet your needs and then take any necessary action or make any additional recommendations where applicable.
I believe that successful investment management is critical to your future financial well-being.
Research suggests that 90% of all investment return is derived from asset allocation, not by picking out individual stocks or funds. By this I mean that a spread of investments across the different available asset classes (i.e. Fixed Interest, Property, UK Equity etc) is more likely to achieve results than by following one particular type of market or investment manager
My experience of seeing clients over many years has shown that many investors have portfolios that are not in line with their real attitude to risk. To remedy this I will always undertake a detailed risk analysis with you to ensure that you have a thorough understanding of the products I am recommending as well as the ones you already hold.
If you would like to talk to me about any aspect of your savings or investments please click on an email link to contact me.
