Personal Investment Portfolio
Personal Investment Advice & Portfolio Design
An Independent Financial Adviser will design a personalised investment portfolio, just for you.
This service is suitable for anyone with a lump sum that they wish to invest for long-term growth.
What our customers say...
Matthew made the complicated sound easy, and set us up a much better investment strategy than we could have arranged on our own.
Book a free expert consultation today
Call on 0800 422 08 83 or click below to book a 15 minute callback. We will discuss your goals and arrange a free 45 minute online consultation:
Why do you need a professionally designed portfolio?
According to JP Morgan research, the average investor only achieved 8.7% average annual return on their investments over the last 10 years, when "the market*" achieved 16.6%. This means the average investor missed out on significant returns:
What’s included with the Investment Portfolio Design?
- 2 advice meetings
- A personal profile explaining the right risk level for you
- Thorough market research pack, using Defaqto ratings
- A comprehensive suitability report
And detailed investment advice - your personalised portfolio plan:
A sophisticated investment portfolio, personally designed for you:
What does the investment portfolio advice look at?
The advice will assess the pros and cons, to reach a recommendation that covers these issues:
- Your goals and circumstances
- Tax allowances
- Pension or ISA? Or a General Investment Account?
- Optimising potential growth
- Protecting capital
Defaqto research of thousands of investment funds will then be completed to build your portfolio.
What’s involved?
You will need to:
- Share a summary of your finances so that the advice is tailored to your needs
- Attend two video meetings of around 45 minutes to an hour
- Sign a small number of forms (online wherever possible)
What happens after you present the plan?
If you choose to, we can offer a full implementation service which includes:
- Opening the required accounts
- Purchase of the recommended investments
- Annual review meeting
- Rebalancing of investments each year
- Being available to you throughout the year as your financial adviser
Book a free expert consultation today
Call on 0800 422 08 83 or click below to book a 15 minute callback. We will discuss your goals and arrange a free 45 minute online consultation:
Accreditations
Matthew Tumbridge (MTFA) is an adviser with Julian Harris Financial Consultants, authorised & regulated by the Financial Conduct Authority. FCA Nos. 153566. Statement of Professional Standing is from London Institute of Banking and Finance:
Why use an Independent Financial Advisor?
An Independent Financial Adviser is not tied to any one product or investment provider, so can work with each client to establish their personal financial needs and secure the right outcome for their circumstances.
Whereas tied or restricted ‘advisers’ can only sell you the products and companies they are linked to (or possibly refer you on to another independent adviser if their products are not appropriate).
Take action today, to secure your financial future, and everything that is dependant on that.
Book a free expert consultation today
Call on 0800 422 08 83 or click below to book a 15 minute callback. We will discuss your goals and arrange a free 45 minute online consultation:
*"the market" referred to by JP Morgan is represented by the S&P 500 index.
Get In Touch
If you think you may need financial advice, drop us a line and we will call or email you back as soon as we can.