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I have already accumulated substantial assets and I think I am doing quite well?

19th March 2021

As you progress and build for the future things can seem more complicated than at first. You need to be sure you are on track. Perhaps you no longer have the time and inclination to do things yourself...

What is your investment philosophy?

As financial planners and investment advisers we believe that the purpose of a client’s investment portfolio is to find current and or future financial objectives. The design of the portfolios must ...

How much will my financial plan cost?

Our initial meeting is free. Fees will be discussed at this meeting and if we are to proceed these will be outlined in a cot of service and fees document or in exceptional circumstances by project cos...

Who will advise me?

In all cases our work is collegiate, and all our advisers may work on some aspect of your initial in-depth review, implementation, and financial plan. At the initial stage you will be introduced to ad...

What will things look like in the future?

We will meet on a regular basis to review your plan and check that it is on track to meet your goals, no one knows the future but planning for it gives you the best change of reaching your goals....

How many years have you been investing?

We have been managing client portfolios since 1992. Using a variety of techniques that have been honed and improved over time....

Where do you invest client funds?

Our policy is to decide on investment strategy and then outsource the management of this to professional fund managers....

Should I spread my investment?

Generally, the answer is almost certainly yes. Your investments will include UK and overseas shares, gilts, infrastructure, and other assets....

What does a good strategy look like?

This should contain a broad spread of assets and be managed in line with our philosophy, your attitude to risk and need for risk, timelines, and goals....

Will you challenge me if you disagree with my thoughts?

Our clients’ discussions are many and varied, no two are the same. At all times we will let you know if we disagree with an action you wish to pursue if we feel this will cause you financial harm. W...

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I have already accumulated substantial assets and I think I am doing quite well?

What is your investment philosophy?

How much will my financial plan cost?

Who will advise me?

What will things look like in the future?

How many years have you been investing?

Where do you invest client funds?

Should I spread my investment?

What does a good strategy look like?

Will you challenge me if you disagree with my thoughts?

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