Wealth Management
Maybe you've received an inheritance, or over time, you've accumulated savings and investments in various places, and would now like a professional to help you manage it? Well, look no further, that’s what we do.
One of the first stages is to assess your attitude to investment risk, tax position and objectives. Its crucial that I get this part right, so that I can design the best investment strategy to suit you and to help achieve your ambitions.
I then work with you to align your portfolio to meet your needs and circumstances. Whether your objective is capital growth, or income, I use a variety of investment vehicles to meet your needs and achieve tax efficiency.
I use asset allocation techniques and risk analysis to make sure the investment is suitable for you. This basically means that I won't put all of your eggs in one basket.
Opting in to the ongoing services means that each year we can optimise your tax position, monitor performance and make any adjustments necessary to keep your portfolio on track.
Being independent, I'm not affiliated with any particular company or investment house; I work for you to achieve the best results for your individual needs.
