Wealth Management Process
We currently manage the following investment portfolios via insurer platforms: Our Investment Portfolios are - Cautious, Conservative, Balanced, Growth and Adventurous
- 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
Make an Enquiry
To find out more about our services please call us on 0115 973 7314.