1. Investment Consulting
An investment portfolio is likely to play a key role in achieving and maintaining your desired lifestyle and we define Investment Consulting as:
- Knowing your current personal and financial position
- Establishing your lifestyle, financial and investment goals, priorities & preferences (including attitude to investment risk)
- Analysing your current investment portfolio with reference to the above factors and our own academic-based investment principles
- Presenting you with an Investment Policy Statement which relates to the management of your investment portfolio
- Implementing the recommendations
- Portfolio review & rebalancing
Close [x]