Building the right portfolio for you

Building the right investment portfolio for you

One of the Goldsborough Wealth Planning Service independent financial advisers will help construct a client’s bespoke investment portfolio, after having decided upon the appropriate tax wrappers based on the individual circumstances of the client. From the outset, the adviser will undertake detailed analysis of the clients individual circumstances, needs and objectives.

The Goldsborough Wealth Planning Service adviser will recommend a portfolio which suits a client’s attitude to investment risk, then monitor and review investments regularly where appropriate to make sure that they are on track to meet objectives.

Regardless of each client’s investment objective or the tax wrappers(s) involved, the adviser will apply the following process aimed at achieving investment success:

  • Agree timescales and objectives
  • Agree risk profile and set benchmarks
  • Spread investments over asset classes
  • Select appropriate Funds and Managers through vigorous research and analysis
  • Review the investment portfolio on a regular basis
  • Ensure the portfolio is tax-efficient

Additionally, we will keep each client fully appraised of situations relating to their investment portfolio such as: Fund Manager changes, dividend payments etc.

If you would like to know more about the services we offer, please contact us at: enquiries@goldw.co.uk.

The value of investments can go down as well as up and you may not get back the full amount you invested.

Want to know more?

Call us for a friendly chat on 01423 623 196 or email: enquiries@goldw.co.uk