Personal Wealth Management

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Individuals, companies and trusts invest for a reason. It can be for income or growth or a combination of the two. It could be to fund a specific purchase at some point in the future. Whatever the reason it is important to take into account the objective, the timescale, the investor’s appetite for risk as well as the amount and the timing of the available investment monies.

Our investment process is distilled from academic research with the objective of reducing risk and investment costs and enhancing returns.

We can help by:

Collecting relevant facts to understand your current position and evaluating and adopting your existing arrangements
Establishing your financial objectives, tolerance to risk and required liquidity
Producing your financial plan, including cash flow model (where appropriate)
Establishing a suitable asset allocation to match your attitude towards investment risk
Identifying the most tax efficient wrappers and construct a suitable investment portfolio
Presenting your written financial report
Establishing any new arrangements and processing documentation
Monitoring and evaluation of original investment funds and Re-Balancing of asset allocation to benchmark (at agreed intervals)
Reviewing your documents to minimise paperwork wherever possible.

Specialist Qualifications:

The following qualifications are held within the team of specialist advisers: