Wealth Management / Our 4 Step Approach
Our four steps to successful investing helps to achieve your financial goals. It provides the framework to determine your financial objectives.
We ensure that the recommended investment and financial strategies fit your needs and goals for every life stage.
Understanding your needs
We will take the time to listen to your aspirations and goals, the better we understand individual requirements, aims and risk tolerance the more accurately we can recommend the most advantageous solution for you.
Building on our discussions around goals, we will put together an investment strategy which matches your ‘risk profile’ taking into account your timescales and future plans.
Together with your adviser you can now select appropriate products from a wide range of financial and investment options and bring them together into a balanced and effective solution.
Ongoing reviews of your investment portfolio is key, this is why we regularly monitor your asset allocation and keep you informed of the progress of your portfolio. If there are significant changes in the financial markets or if you have new goals or needs we will review your situation again and adjust the strategy if required.
The value of pension and investments can fall as well as rise. You may get back less than you invested.