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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 7843242.

Click here to enquire by email