Investment planning

Individuals who have collected a selection of different funds, including ISAs, over several years may not always consider where the assets are invested in relation to each other. This often leads to certain sectors being over invested in whilst others will not be represented adequately.

How we can help with asset allocation and investment planning 

We are able to assist you:

• decide how to allocate your personal and pension investments across different asset classes based on your objectives and attitude to risk
• help with the management of these investments and their asset allocation going forward
• review these allocations at least annually and recommend realignments and fund switches as deemed appropriate 

We can also provide access to our discretionary fund managers or Advisory Investment Service depending on your needs.

Contact us

If you are interested in finding out more about our services please contact one of our advisers in your preferred office.