Investments & Savings Advice:

Our Wealth Management proposition utilises our considerable expertise in this area. By embracing an asset allocation approach within a comprehensive assessment of risk tolerance we are able to provide a bespoke portfolio management service.

Much of the investment world involves investing in collective investment funds focusing on specific sectors or geographic areas or adopting a more actively managed multi asset approach in an effort to achieve positive returns in all market conditions.

The danger is that 'flavour of the month' funds are promoted and purchased through online investment sites or through an adviser who then fails to provide ongoing service to monitor the performance and suitability of the fund for your needs. The technology bubble of the late 90's caught out many investors when it burst in early 2000 with people continuing to hold funds years later with no sign of recovery.

Don't fall into the trap of glossy advertising of the latest fad investment fund being advice - look out for the small print to ensure that your investments will be monitored and reviews given so that performance can be maintained through difficult conditions and beyond any fad bubbles bursting!

Our robust investment process allows constant monitoring of your investments whether through Individual Savings Accounts, Collective Investment Accounts in OEIC's, Investment Bonds or more esoteric specialised investments. This ensures that your portfolio is always tailored to meet your attitude to risk and is never ignored or forgotten.

Modern Portfolio Theory is fundamental to our Wealth Management proposition as we seek to devise the optimum investment portfolio. By constructing the portfolio with a focus on asset class rather than stock selection, we can establish a comprehensive approach for current and future investments.

Professional advice is essential for such an important area as your investments and your should always seek advice when it comes to planning for your longer term goals.

If you feel comfortable and confident enough to make your own investment decisions we also offer the facility for you to self-select investments without advice through ISA, Collective Investments or Self Invested Personal Pension through our nb:Direct platform - contact us to find out more or click the link on the home page.

 

Pre-Retirement Planning

Income Options at Retirement

Family & Business Protection

Estate & Inheritance Tax Planning

Mortgage Solutions

 

newbold broadstreet wealth management ltd is authorised and regulated by the Financial Conduct Authority: 529573 - www.fca.org.uk
registered in england & wales: 7320118. registered address: 7 wharf house, waterside, dickens heath, solihull b90 1ue