No two investors are the same – how long to invest, how much or little risk, capital guarantee or not?
We work with you to establish all of the key facts that need to be taken into account long before we get to recommend any particular investment. We will take you through a process which will help us to understand what you really want and need so that there will be no nasty surprises along the investment trail. This is equally important whether you have a lump sum to invest or want to put a regular amount aside to build a lump sum over time.
We take time to review the market for the best of breed product to suit your investment need and then we ensure that you fully understand the product features and any charges that apply.
Finally, we engage with you on a regular basis to review your investment choices to ensure they are still the right fit for you and to make adjustments to your strategy where appropriate.