We offer specialist advice in the following areas:
- income drawdown (Unsecured Pension - USP)
- alternatively secured pensions (ASP)
- retirement planning
- investment portfolio modelling
- ongoing investment advice and reviews
Unlike most IFA firms, we offer our non-discretionary Monitored Portfolio Service which addresses the important issue of provision of ongoing advice. We believe that this Service avoids the mistakes of the past. These mistakes include the sale of an investment product rather than the provision of an investment strategy, choosing a single fund for the whole investment, selecting a single sector (eg everything invested in Europe), no reviews or ongoing attention, neglect and misplaced optimism leading to the attitude 'It will all be okay in time' and 'What goes down must come up!'
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