How We Do It

Understanding your objectives is vital to us, as they are the building blocks to achieving your financial goals. What do you need your money to do? When do you need it by? What kind of return do you need to meet your goals? How much risk can you afford to take? How much do you need to save? Would your family be financially secure if the worst happened? What kind of legacy would you like to leave behind? These are just some of the questions that are important for us to ask when building up a picture about your life before making any recommendations.

Reassessing your goals regularly is equally important. Spending some time each year to see whether your objectives have changed, your personal circumstances have changed, or even if the investment world has changed, helps us keep your plans on track, so we recommend meeting annually to review everything.

Slide UNDERSTANDING YOUR GOALS We take into account your attitude to risk and your long and short term objectives. PORTFOLIO FOUNDATIONS We construct the foundations of your portfolio, tailored to your objectives. DETAILED
RESEARCH
Enables us to identify and select suitable investment funds for you or your business. MANAGE &
REVIEW
We manage and review the performance of your investment portfolio regularly, making amendments as necessary.

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December22

Christmas 2020

We will close our office for the Christmas break on Wednesday 23rd and we will reopen on Monday 4th January. This year has been difficult for everyone and we hope that next year we will be able to get back to some normality. Please stay safe and we look forward to being your point of … Continued