Investment Planning


Investment Planning

A new client approached us when he was in his early 40’s, employed as a Tax Adviser. He had been looking after his own investments without professional advice for several years. With a young family and due to the pressures of work he had not been able to maintain a regular overview of his portfolio. He wanted to understand the investment services we could offer him.

As a first step, we completed a full independent review. This included a comparison of how our recommended investment solution had performed against his current fund selection, allowing him to reach an informed conclusion about working with us once he could see the investment expertise we could bring him. 

We reviewed his Pensions and ISA investments, and discussed his short, medium and long-term objectives. From a solid understanding of his situation and objectives we built an investment solution which met his needs. 

We continue to work with our client and his family on a regular basis, meeting every six months to consider his investment performance, discuss his views on risk and to consider how he is moving towards reaching his goals of educating his children, paying off his mortgage and retiring between 55 and 60 years of age.