Investment Review Service
View from Alderley Edge
Helping keep your investments right on track
We all lead busy lives these days, and once you’ve set up an investment strategy it’s easy to forget about it, and assume that it’s still performing well, and that it’s still the right one for your circumstances and personal financial goals.
But if there’s one thing that’s certain in life, it’s that things change. Marriage, divorce, children, new jobs, shifting retirement plans . . . all can happen while your investments chug along on a course that might have been designed years ago, for different reasons and in a very different market.
So it’s vital that you review your investment strategy periodically to make sure that it’s still the right one for your situation. You may find that your savings aren’t performing as well as you hoped. Or your attitude to risk may have shifted – you might want to reduce your risk exposure, or pursue higher returns.
“Peace of mind of knowing that your money's working as hard, and as intelligently, as it can.”
And you might be unpleasantly surprised by the ongoing charges you’re currently paying for your investment advice, and want to reduce them.
At Graham Carter & Co. we’ve fifty years’ experience making sure our clients’ investments are right on track. Our comprehensive investment review service is designed to keep your investment strategy tightly aligned with your financial goals.
We’ll make sure your money’s working as hard as it can and that your strategy is taking you where you want to be.
The review process: a fitness test for your finances
Our investment review process is rigorous, but it’s been designed to be as hassle-free for you as possible.
When we meet (and our first meeting is always free of charge and without obligation) we’ll find out about your complete financial picture. Using state-of-the-art financial planning software we’ll review your current investment portfolio and its performance.
Then we’ll find out what your financial goals are now, how your attitude to risk might have changed, what you’d like to achieve with your savings and over what time-frame.
Only then will we research what the best current investment strategy is to achieve your goals. And as wholly independent Chartered Financial Planners we have a whole market view – we can look at thousands of investment products, as opposed to the handful that a high-street bank or other tied company will be able to offer.
As a friendly, well-established family firm we can provide the highest levels of personal service, with access to the latest financial modelling software and up-to-the-minute market insight. But without the marketing overheads of our bigger rivals, we’re confident you’ll find our charges more than competitive.
A thorough investment review gives you both a clear view of where you are heading (and how fast) and the peace of mind of knowing that your money's working as hard, and as intelligently, as it can.
So don’t put off giving your investments a much-needed health check. Get in touch and arrange a free meeting now.