Discretionary Portfolio Management
We want you to feel secure, and calm about your financial future. And all set for the journey ahead, rain or shine.
About You
We’re here to help you plan your future.
So that we can advise you how to make your money work best for you, we need to get a clear picture of your current financial situation and what matters to you in life.
Simply put, we need to get to know you.
This enables us to work out a plan specifically for you. The more we know about you, the more we can provide you with a solution that fits your needs. A solution that also helps you realise your dreams while feeling secure.
It’s important to feel the chemistry is right before we embark on an adventure together. When you’re happy and ready to work with us, we will develop our relationship and begin work on planning for your financial future. There are a number of things it would help us to know about you; your goals, your commitments, who depends on you, your capital, your aims for retirement, your attitude to risk and your lifestyle. Not forgetting your dreams and your concerns.
Our approach
We’re here to listen carefully to you. We’ll endeavour to explain everything in simple terms and our desire is to leave you feeling confident about working with us. Finances can be challenging, complex and daunting. We aim to make them less so.
We’ll start by helping you to articulate your goals and decide what’s most important. We will ask you to think about this in some detail and may prompt you to consider some areas you haven’t thought of before. Sometimes we’ll play devil’s advocate! This will help us to unearth the information we need to create a detailed picture of your current financial position. This is the starting point for our journey and the first step towards helping you achieve your objectives.
We’ll regularly review this and make adjustments along the way so that whatever happens – be it a financial windfall or set back – your long-term destination stays in sight.
Think of it as a journey from one end of the country to another: your intention might be to reach John O’ Groats, but your route may not be the one you expected when you set off. We’ll help to reach your destination no matter what direction your life takes.
It’s knowing where you’re heading and that you have the means and maps to get there – that’s the important thing.
Our Philosophy~ Andrew McLean, Head of Client InvestmentsI enjoy helping clients to reach their goals and navigating the twists that life invariably gives us all.