Investment Portfolio Formation

In today's information age, it can be difficult to keep abreast of the economic changes that impact directly on an investment portfolio. The issue is the same for seasoned and novice investors alike, whether they are embarking on an investment portfolio for the first time or have been investing for many years.

The overriding factor for any investor is to ensure they have exposure to different asset classes and to get the balance right between these assets, without taking undue risks, and at the same time fulfilling their financial objectives.

Through our consultancy approach, we aim to understand whether it is appropriate to adopt a strategic or tactical approach to investing. We also consider your individual circumstances in advising whether your needs can be best met through a portfolio of mutual funds or a bespoke discretionary investment manager.

We also give consideration to the most tax efficient way to hold your investment portfolio to maximise your returns, reviewing and aiming to secure discounted rates with your investment managers.

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.

If you would like to discuss your Investment Portfolio Formation needs, please call Kathy Whatmough for an informal conversation 
on 0161 655 6244.

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