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BUILDING A CUSTOM INVESTMENT PORTFOLIO

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With the busy lives we lead, it can be difficult to find the time to keep fully up to speed with everything that?s going on, including managing our ever-changing financial affairs, our custom investment portfolio service will provide you investments that are regularly balanced to make sure you aren’t exposed to too much risk.

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We can help you design a custom investment portfolio to suit your individual situation. It should take into account your financial goals, as well as your need, willingness and ability to tolerate risk. Your investment portfolio should also generally be designed to minimise your tax burden, if possible.

Thinking about your attitude to risk

When it comes to investing, it?s as much about managing the potential downside as it is about targeting potential gains. Generally, higher returns come with higher risk, and professional financial advice can help you think about your attitude to risk before making any recommendations. It?s also important to make sure your portfolio has the right balance for your risk profile by diversifying across asset classes, regions, providers and products as applicable.

To invest successfully, a key step is to think about your long-term financial future. You are at the centre of your financial plan: your goals (both short term and long term), your situation, and your financial strengths and challenges. As time passes and your lifestyle changes, it is important to keep a regular check on your investments. It is likely that the balance of the investments in your portfolio will need to evolve, not only in line with changing market conditions but also with factors such as your investment goals, your personal circumstances and perhaps most notably your age.

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Important considerations when?building an investment portfolio:

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Choice

With vast amounts of information and products?available, the whole process of wading through?and choosing an investment can be quite?daunting. We help you to cut through the noise,?discuss your investment objectives, understand?which products are available and select those?most suited to your investment needs.

Balance

Investing is as much about managing the?potential downside as it is about looking for?potential gains. Typically, investments with?the potential for a higher return also carry a?higher risk due to the more volatile sectors?and regions that are targeted. Part of the?process we consider is the risk or return?trade-off, and we can help you to gauge your?attitude to risk. From this, we can ensure that?your portfolio has the right balance of risk?by diversifying across asset classes, regions,?providers and products as appropriate.

Jargon

Understanding the jargon used within the financial industry and working out the important information can be difficult and time-consuming. Our approach is to translate current events and bring out hidden facts in seemingly endless product literature. So whether you want to understand the implications of interest rate increases or of a change in tax legislation regarding an investment product, we will be able to discuss how each issue directly affects you.

Reviews

As time passes, both markets and your lifestyle can?change dramatically. This means that?it is important to keep your investments under?continual review so that you can get the most out?of them. Anything in your life, such as your age or?personal situation, could affect the requirements?you have for your investments. By us reviewing?and, if necessary, adjusting your portfolio, we can?help you to meet your evolving needs.

Confidence

With markets constantly on the move and?unforeseen events sometimes having significant?impacts ? as we have seen since the Brexit?referendum result and last financial crisis ??the need for ongoing adjustments to your?investments can be extremely important, and?staying on top of this can be a full-time job.?By us taking this important responsibility off?your hands and putting it in our hands, we?can help you to feel more confident that your?investments are in the best place for your?individual requirements.

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Want to know more?

Read our 10 rules of successful investment guide or contact us to speak to one of our independent wealth management specialists

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Talk to one of our advisors today and set up a no-obligation meeting to discuss your investment options.

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LOOKING TO INVEST FOR INCOME OR GROWTH?

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Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

To discover how we can help you build a long-term strategy for your investments, please contact us ? we look forward to hearing from you.

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