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Simplifying your Affairs

We see so many people who find their investments a mystery; a closed book if you will.

"The service I received cannot be bettered." "I am very grateful for what you have done for me. You have been on the ball throughout whilst dealing with my needs.""
Clients of Shacklocks

Whilst we would always recommend that a portfolio is well spread – avoiding the ‘eggs in one basket’ trap, we see many portfolios that are in need of a spring clean. Typically shares acquired over many years – possibly through flotations and government sell-offs – will have gone through many incarnations amid a confusing array of bonus issues, reinvested dividends and so on. Add to this a few changes of main along the way and the confusion continues.

This can be particularly bewildering where the person who has taken most interest in the investments has died or is no longer able to look after their affairs. In those circumstances the loved one left behind may have little experience of or appetite for investment.

If your portfolio is too confusing lets us share your thoughts. If we can’t help we will tell you so.