Investment Services

When we meet new clients and ask what investments they hold they will typically tell us they have a pension, an ISA, an investment bond etc. However, these are just investment products that determine the rules of the investment and the tax treatment.

What clients generally cannot tell us is what the underlying investments are and how they have performed across time. Typically they are also not able to judge as to whether the investments have performed well in relative terms by reference to an appropriate benchmark.

The success or otherwise of much of our financial planning depends on the performance of your investments. It is therefore essential that you are appropriately invested to meet your financial objectives and attitude to investment risk. It is also essential that your investments are reviewed to reflect your changing circumstances and changes in global economic conditions.

The diagram below explains graphically the stages of our established advice process that enables us to create, implement and adapt their financial plan.