Essentially, our chartered financial planners work together with our professional connections to deliver a much more comprehensive client proposition. Due to our locality, we are able to maintain regular contact with our Yorkshire-based clients which allows us to advise them on professional or legal advice should their situations change. This in turn allows us to enhance our client proposition for our professional partners.
In addition to the above, tracking the respective qualities of funds and fund managers and where they may best fit in an investment portfolio takes patience and hard work. It can be easy to get distracted by the short term performance of individual components and many investors make decisions based on this. However, our financial advisers maintain a strict process and try to ensure that we are always optimally positioned for future returns.
Our Investment Committee regularly research available investment options, often meeting with fund managers to ensure their investment philosophy matches our client requirements. With this research, our financial investment advisers then construct portfolios to meet our Yorkshire-based client’s specific requirements and more importantly, regularly review those holdings with the aim of maximising client returns within a given risk profile. We find our clients tend to value this high level of ongoing servicing.
For more information on our professional connections within Yorkshire, please do not hesitate to contact our financial advisers in Morley, Leeds by calling 0113 350 2080.