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