A journey built on trust
And for us, every single client is different, different in their earnings, aspirations, time frames, locations and ages. Some have relatively simple investment goals that can be achieved with a minimum of fine-tuning while others require regular attention. That’s especially true for those with big incomes, multiple assets and complex tax obligations.
And every client has a different tolerance of risk, depending on their circumstances. For instance, it makes investment sense for younger, higher-earning clients to be invested in a slightly higher-risk, higher-return portfolio than older, lower-earning clients.
That’s why we offer clients four levels of service according to need, as you can see elsewhere on our website. When you sit down with us, we can match your requirements up with the appropriate tier of service.
Purpose-designed investment, in short.
These days, most of us will work for several different companies in a lifetime. Every time you move, it raises important wealth-creation issues. Portable pensions or company pensions? Offshore investments? Isas? The wrong decision will hurt in the long run.
Others won’t work for a company at all, except their own. So what’s right for employees probably won’t be right for the self-employed. Self Invested Personal Pension? Income protection? For the self-employed, there’s another investment universe to be explored.