Our Approach
We start by getting to know you: building a clear picture of your objectives, financial resources and your attitude to risk. We then agree on the strategy we will adopt in order to meet your goals.
Your portfolio is structured by starting with a ‘top down’ approach to ensure an appropriate allocation of assets (bonds, cash, equities and alternative assets) and the individual holdings are then chosen using a ‘bottom up’ stock selection process utilising direct shares/bonds and collective funds as appropriate. We are able to draw on both the significant in-house research capability of Raymond James and also the numerous external sources of research that are available to us, due to being part of Raymond James.
Your portfolio is monitored closely and you are regularly kept informed of progress. We ask that you inform us of any significant changes to your financial situation, which in any event, will be reviewed periodically to ensure we are always focused with the aim of achieving your goals.
We would be pleased, if required, to work closely with any other advisers you may have (accountant, solicitor, financial adviser) to ensure that we are all focused on achieving a successful outcome for you.