Chartered Financial Planners - Independent
Tel: 01332 416585
Risk and Reward
Calculating and understanding the downside potential of the investment an individual holds is a key responsibility of the financial adviser.
The volatility of a ‘balanced’ fund a few years ago may well look completely different today, effectively leaving an investor with a different portfolio to the one originally selected. A possible solution here is to use a mix of asset specific funds that are regularly reviewed and rebalanced allows tighter controls of ongoing risk.
We offer a comprehensive analysis and assessment service of existing portfolios, reporting on the historic, current, and prospective risk associated with the assets /funds held within it. We can advise and recommend if any changes are required to create outcomes that are in line with expectations and objectives.
What our customers say
I run a successful company and turned to Pete for our pensions auto enrolment. This was completed on time and in budget. As a result he now manages my SIPP. He explained pensions in a simple way to staff and. We meet twice a year or as required to do my review.
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