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Wealth Management Process

We currently manage the following investment portfolios via insurer platforms: Our Investment Portfolios are - Cautious, Conservative, Balanced, Growth and Adventurous

Our Process:

  • Annual face to face personal review
  • Our team of consultants meet every 12 weeks to discuss the performance of each portfolio.
  • At our meeting we invite fund managers to discuss performance and market conditions
  • We decide on any fund changes within our portfolios
  • We write to you advising of market changes and proposed changes to our portfolios
  • We implement any changes once we receive your agreement to go ahead with our recommendations
  • Your portfolio is then rebalanced every 12 weeks
  • Annual investment report and valuation

wealth management process

Make an Enquiry

To find out more about our services please call us on 0115 973 7314.

Click here to enquire by email