Planning the maximisation of your wealth dovetails in with the wider expertise of The Financial Management Group (tfmg) and involves compiling a detailed analysis and assessment of your risk profile and attitude to investment risk to ensure that your investments are targeted to achieve the goals that you have agreed and set.
We then move to the investment solution and strategy against the risk profile above, utilising a variety of investment solutions which we discuss and agree with you at the outset. One is advisory investment management, whereby we offer an investment portfolio aligned to your profile which can include more tactical, short-term funds to complement the core portfolio.
You may have expressed a preference for passive, tracker funds which can offer better value because of lower initial and ongoing charges. We use our wide knowledge, resources and expertise to select from a range of discretionary multi manager, multi fund, model portfolios that provide exposure to different asset classes and markets with regular rebalancing.
You can also follow a similar philosophy on an active investment basis.
We also work with a number of Discretionary Fund Managers who can offer tailored, bespoke Investment Solutions for you. This may also provide access to unique solutions not always available to the retail markets.
The decision is yours always supported by our help, expertise and guidance.