The opportunities to build a well-balanced investment portfolio are greater today than at any time before.
The range of investment products that can be accessed are huge and offer a diverse level of risk. This means that with the right advice most people can plan their financial future with confidence. These range from the new NISA, Unit and Investment Trusts to a variety of insurance based products such as Investment Bonds. For the more adventurous there are, for example, Enterprise Investment Schemes.
The key is to sit down with an adviser who is able to help you build your portfolio. At Straight Talk we pride ourselves in the work we do prior to making any investment recommendations to a client. We spend a great deal of time getting to understand each client’s particular requirements, including their attitude to risk. We then use our own knowledge together with a number of sophisticated tools to produce a personalised report with our recommendations.
We continue to monitor our clients’ investments to ensure that they remain relevant and appropriate. Every client receives an investment report each quarter together with any recommendations we may have for changes within their portfolio.
Contact us to arrange a free initial consultation.Contact Us
1. Initial Consultation
A free initial consultation that helps us to understand your aims and objectives and how we can support you in working towards these.
2. Financial Review and Recommendation
We gather your current financial information and assess your attitude to risk. We will then prepare a report of recommendations for you which will be presented in a second appointment.
3. Policy agreement and Implementation
Should you wish to go ahead with your recommendations, we will handle all fund and policy administration for you for an easy and fuss free process.
4. Ongoing Reviews and Servicing
Regular reporting and face-to-face reviews keep you informed and in control.