So what does a ‘tailored investment strategy’ mean to you?
Simply put, it means that before making any personal recommendations we get to know (in some considerable detail) both your position now and where you hope to get to.
It takes skill, experience and patience to fully explore and plan for the years ahead.
In this industry, advisers frequently hear from prospective clients about some particular product or startegy which they’ve been told is the most amazing thing.
Usually, it’s a friend or family member, sometimes a work colleague but almost always, the advice has come from someone who is not financially qualified.
The story is usually that some product or scheme has worked brilliantly for their friend and so should also work well for you.
Invariably, this advice is well intended but ultimately it is misguided thinking.
You see everyone’s situation is different.
From your attitude to risk (or risk profile as it’s sometimes known) to your personal tax position, there genuinely is no ‘one size fits all’ element to our advice.
We’d welcome the chance to speak with you and to discuss your own unique situation. You can book a complimentary 15 mins call with an adviser using the button below.
IMPORTANT : The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment.