Whether you are just starting out on your wealth building journey or already have a lump sum to invest, the key to a sustainable financial future is not only selecting a suitable portfolio of assets initially, but continuous ongoing management of your investments.
Investing is not a one stop shop. What is good value and a prudent investment today, may not be so a year from now or even a week.
The first step is selecting an adviser that you can build a long term relationship with, built on trust and strong communication. In the first instance we will listen to you and understand your individual requirements, enabling us to design the right portfolio for you. Whether you are making monthly savings and want to invest them for capital growth or you have funds you need investing to produce you with an ongoing income, anything is possible with a carefully selected portfolio of assets.
Whether you are just starting out on your wealth building journey or already have a lump sum to invest, the key to a sustainable financial future is not only selecting a suitable portfolio of assets initially, but continuous ongoing management of your investments.
Investing is not a one stop shop. What is good value and a prudent investment today, may not be so a year from now or even a week.
The first step is selecting an adviser that you can build a long term relationship with, built on trust and strong communication. In the first instance we will listen to you and understand your individual requirements, enabling us to design the right portfolio for you. Whether you are making monthly savings and want to invest them for capital growth or you have funds you need investing to produce you with an ongoing income, anything is possible with a carefully selected portfolio of assets.
Many investment services in the market are looking to squeeze you into a category and invest you in a pre-existing model portfolio, hoping to revisit this perhaps once a year or (if you are really lucky) once a quarter. Here at Investment Technique Limited, we know that changes in market conditions don’t occur neatly at the end of a year or quarter. They happen every day, and whilst it isn’t a good idea to make knee jerk reactions, you need to be nimble enough to make alterations to your portfolio when the investing environment fundamentally changes. We also make use of the various tax allowances available to you, increasing the efficiency of your portfolio and helping you toward achieving your investment goals.