Investment Planning & Advice
At Kellands Cheltenham, we pride ourselves on both our flexibility and our ability to offer you a high quality investment advice service tailored to your needs.
Our investment planning approach aims to help you enhance your future wealth by generating income and/or capital growth, by strengthening your investment portfolio and by helping you reduce you tax liability wherever possible.
At our initial meeting, we seek to establish your current financial situation, together with your financial objectives for the future.
We seek to understand whether you are looking to invest for income, capital growth or a combination of both. We also need to appreciate how long you are looking to invest for, plus whether you will need ready access to your money at any time. Finally we need to establish your attitude to investment risk and the level of volatility you are prepared to accept.
This comprehensive investment planning exercise means that we are then in a position to provide sound advice on all the options that would be suitable for your portfolio.
On an ongoing basis, there will inevitably be changes to your circumstances as well as market conditions and possibly your attitude to risk. Therefore we recommend we undertake a review of your investment portfolio on a regular basis to ensure continued suitability.
So for sound investment advice and help with your investment planning, contact Kellands Cheltenham today.