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Refreshing your Investment Portfolio

We like to keep in contact in with our clients. Our clients seem to like that too. Sadly many people lose touch with their advisor or perhaps the relationship will have broken down.

Consequently many investors are left with a portfolio that no longer meets their needs. Perhaps it was set up for growth where the requirement now – perhaps approaching retirement – will be for income. Perhaps the funds have had their best days and new life needs to be breathed into the fund selection because of poor performance, a change in financial climate or a different approach to risk. It may be that the whole thing is just too complicated!

If your investments are a puzzle to you let us bring some new thinking to the party. If we can’t make things easier and more suitable we will tell you so.