We will assess your current views on your portfolio to ensure your investments are managed to their full potential and reflect your current outlook. We will meet with you on a regular basis to monitor your investment performance, reassess your tolerance towards investment risk and update your asset allocation. Your savings and investments will be altered when appropriate. We believe that in such a fast moving financial environment it is important that we work together in order to ensure that your finances are looked after throughout life’s journey.
In our experience many people hold a variety of investments with a wide range of institutions as a result of various historical financial relationships. We believe that it is of paramount importance that we become active partners in managing your wealth and pride ourselves on providing independent, quality advice regarding your savings and investments on a continuous basis.
You should remember that the value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.
“I sold my business in December 2010 for, what I considered, to be a ‘life altering’ sum of money. Everybody has their own views on what changes their lives from a financial point of view and, in the case of myself and my wife, it was not about buying foreign properties and driving Ferraris and the like…it was all about achieving the freedom to not be reliant on working in to the future, maintaining a very good but not extravagant lifestyle and the ability to help our children get a good start in their adult lives….click here to read more.
“I felt I needed an organisation that understood my requirements from a personal wealth perspective. David handled the transfer of my investments and also helped to appraise and then reorganise my savings and pension arrangements. Since joining as a client of Chartered Wealth Management, I have seen a clear turnaround from my previous advisors. With Chartered Wealth Management, I have primarily sought to bring stability to my investments but to add growth when appropriate given the current economic climate….click here to read more.