Developing an investment strategy which can help our clients to meet their immediate and future needs and objectives is often a central element of the financial planning work we undertake together. Indeed, a successful investing experience is likely to be vital in helping the majority of our clients to achieve the financial future they aspire to.
As impartial, professional financial planners, we will only ever recommend planning or investment strategies that we believe are in our clients' best interests, which is why we have a philosophy and approach to investment which is very different to that of most advisory practices.
Because investment planning, including as part of pension and retirement plans, is so fundamental to our work and our clients, we have dedicated a whole section of our website to exploring some of the principles, facts and myths of investing and aim to provide you with a clearer insight into this important, yet often complex and misunderstood area of financial planning.
We will also provide a detailed overview of the way we construct, maintain and monitor portfolios, what our investment beliefs are and why we take the view we do.
We hope you find the points and issues raised interesting, informative and thought-provoking.
Next: Client 'Wrap Accounts'