Managing expectations

Our Investment Management strategy is always driven by your objectives as part of your overall Lifetime Planning scenario.

Far from being just fund pickers, we’re always looking at the bigger picture, with you at the centre. It works like this.

We start by looking at your Lifetime Cashflow requirements,
before moving on to the next stages:

Portfolio Construction Service

Before we do anything, we’ll review your existing investment arrangements and then design a preferable asset allocation, taking your attitude to risk into consideration. We use an internationally renowned risk profiling assessment to make sure we really understand how risk tolerant you are. When that’s done, we can recommend a number of portfolio strategies.

Investment Manager Liaison Service

If you’re looking for an Investment and Portfolio Manager, we can do some research and find someone suitable. If you’d like us to, we can then liaise with your Investment Manager and companies on your behalf. To help you stay up to date with what’s going on in the markets, you’ll also be invited along to annual seminars. 

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Whatever service you need us to provide, we’ll meet with you for regular Planning Meetings to reassess your position and goals, review and update your Lifetime Cashflow and our recommendations, and ensure your plans remain on track.

 Interested in Tax & Estate Planning?