Developing your Finances
Developing your Finances
Our clients’ investments sit at the very heart of our holistic financial planning service.
Working with our preferred Investment partners, we believe that only a full Discretionary Managed Investment service offered by those whose sole business is dedicated to managing clients’ investment portfolios in order to provide the annualised returns that clients require in all trading conditions.
Risk v Reward
Attitude towards risk is key to identifying the correct investment strategy and we instruct our Investment partners to manage your money either on a model or bespoke basis based on the results of your risk assessment. In addition to risk, factors including: tax, ethical requirements, cost implications or any personal preferences of our clients are always taken into account in the final investment solution.
Specialist knowledge
We regularly to review the available panel of Investment managers and product providers to ensure that our clients are receiving the best possible management of their hard earned money. At any one time, we select four preferred Investment partners to work closely with, who are reviewed annually using the comprehensive PPS due diligence process.
Keeping you informed
Clients receive a full written report on their current situation and the CWB recommendation. This is repeated annually ensuring that the client receives a continually monitored investment portfolio. In addition, you will have access to information on your investments through our bespoke “Client Portal” which provides you with the latest available information on your money.
Whether it is to request more information or send us some feedback, please do get in touch either by completing our Enquiry Form or contacting us on the details below.
