If you have money you need advice. If this is inside a tax wrapper (ISA, Pension, Bond, VCT or EIS) or outside (direct shareholding, unit trust, cash, premium bond) you need to look at the risk you are taking and ensure that this meets your individual and specific tolerance to downside risk.
We offer a wealth management service in the Carmarthen and South Wales area for individuals with money who are looking for advice. In each and every situation we ask you complete an online risk tolerance questionnaire, and this will form the foundation for ongoing portfolio management. The tax situation in every situation is secondary to the underlying investment, and we aim to monitor the ongoing performance of the fund manager against a nominated benchmark to ensure that they are top quartile.
We monitor the portfolios monthly in most cases and establish review meeting at least 6 monthly. This has proved a successful template for our business over the last 18 years. If you’re looking for a wealth management service in the South Wales area, get in touch with us and let us advise you on how to best protect your money.