People getting Investments Advice from Investwise

Are your investments working for you, or for your advisor?

Do you need professional advice on your investments or are you planning a new investment?

Making decisions on where to invest your hard earned savings can be difficult. On the one hand, the markets can be very simple and easy to understand, but on the other, the investment industry generally likes to complicate matters.

Many new clients we meet have existing private banking and stockbroking accounts. We like to set out a clear roadmap for your assets, making sure they are invested appropriately to meet your long term goals and needs. We do an honest appraisal of any existing portfolios and other aspects of your finances. We will analyse absolute and relative performance, risk levels and cost.

We follow 4 key principles with all investments.

Our approach is very simple and easy to understand.

1. Understand Our Clients

2. Set Goals

3. Agree an Investment Mandate

4. Efficient Charging Structure & Tax Treatment

 

Many clients use our services just to analyse existing portfolios. We are happy to sit with you during review meetings with your existing portfolio manager.

Next Step…

Whether you are looking for a second opinion on your current portfolio, looking to invest for the first time, or looking to make changes to your investments allocation, please contact us by phone, email or using our contact form below.

Contact Us

Collection & Use of Personal Information

By submitting your data, you are providing us with some level of personal information. This information is not stored on our website database. However, in order to respond to your enquiry, your data is emailed to our website email address where it is saved. Additionally, we may use your contact details to send you marketing material in the future. You may unsubscribe from any emails you receive following our first reply. We do not pass your data on to any third parties.