Investment Portfolio Management

Whether investing a lump sum or saving on a regular basis every individual will ultimately have their own financial goals and objectives. To achieve your goals it is important a clearly defined strategy is implemented that takes into account your current position and looks to the future. Your Bevan & Buckland Wealth Management adviser will identify and analyse your current position and will then collectively recommend the most suitable financial plan for you.

A suitable financial plan will be different for every individual as we all have different levels of risk which will ultimately determine our goals. Your Bevan & Buckland Wealth Management adviser will discuss and assist you in establishing your risk criteria.  Once your risk criteria has been identified and taking into account your current position, the next stage is to establish how your financial objectives might be achieved. Your Bevan & Buckland Wealth Management adviser will fully review and evaluate your existing arrangements and will then formally propose your individual financial plan.

Once a financial plan has been implemented it is important this is reviewed on a regular basis, as life is full of surprises. Our service proposition allows you to choose the ongoing service level you require, this allows your Bevan & Buckland Wealth Management adviser to adapt your financial plan to encompass the changes in life we all experience

Independent Financial Advice

The success of investment management lies in determining the right balance between risk and return. Your Bevan & Buckland Wealth Management adviser will fully assess all your current assets and provide a full appraisal on suitable solutions to aim to help you to achieve your financial goals. Your Bevan & Buckland Wealth Management adviser is completely independent therefore has the whole of the market to choose from

Achieving your objectives is likely to involve utilising a number of investment methods, whilst ensuring maximum tax efficiency.

• Examples of some of the investment structures offered are:
• Unit Trusts
• Investment Trusts
• Open Ended Investment Companies (OEICs)
• Offshore Investments
• Capital Investment Bonds (Onshore and Offshore)
• Structured Products
• Enterprise Investment Schemes
• Venture Capital Trusts
• Individual Savings Accounts (ISAs)

Bevan & Buckland Wealth Management also work closely with a number of leading Stockbrokers and Discretionary Fund Managers (DFM) and are able to continually review and monitor share portfolios. The precise structure or combination of structures depends on your aspirations, limitations imposed and tax status.

Most of these contracts are excellent in their own right, however, are they suitable for you? It is important during the review process to take into consideration your accepted attitude to risk and investment timescale. In determining your investment approach and acceptance of risk, it is essential to consider the volatility and level of risk associated with an investment.

Bevan & Buckland Wealth Management utilise a risk profiling system allowing your attitude to risk to be clearly identified and to ensure we find the right product for you. Your advisor will discuss this area with you at your first meeting.