INVESTMENTS

Help to make your money work harder

It's our job to help you get the most from your investments. We offer a range of investment services to help you manage and maintain the performance of your investment portfolio whenever you need it. We aim to drive your investment plans forward and deliver a portfolio that is effective and right for your needs.

New to investments
If you are new to seeking advice for your investments, we will:

• Meet with you to obtain an overview of your current situation and financial goals
• Assess your attitude to investment risk
• Recommend suitable and affordable investments for your needs
• Ensure that all investments are with reliable and financially stable organisations
• Create a portfolio that has a geographic spread and an asset allocation which matches your attitude to risk

Existing portfolios
If you have existing investments, we will:

• With your consent, obtain information directly from your investment provider to ascertain the full details of the investments you hold with them
• Ensure the asset allocation and spread matches your current attitude to risk
• Analyse the performance of the investment funds to ensure your portfolio is as effective as it could be, and to suggest any changes or a new course of action to improve their performance
• Convert your investments into income producing assets if you are at a stage in your life when you require an income from your investments
• 24/7 access to your financial portfolio with real time valuations