Your Investment Portfolio

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Your Investment Portfolio

Anything is possible when you manage your money the right way. Whatever your goals in life are, careful planning and successful investing can help you get there.

Often, people find life too busy to invest properly. Some see it as complicated, time-consuming and for some, a bit boring. However, you may have reached a point of complexity in your financial life and realise you need help in managing your investments. Alternatively, you may simply no longer have the time nor inclination to manage your investments and want to hand it all over to a professional. That’s where we can help.

As an individual, you are entirely different from everyone else around you, and hence you must create your own unique investment approach. But, as all investments carry some degree of risk, we recommend speaking to Buckingham Gate about building the best strategy to achieve your long- or short-term goals.

Investments can offer both risk and return, and generally the bigger the risk the greater the potential return. It’s down to each investor to be comfortable with the perfect balance for them, and this will vary depending on how much you have to invest, what stage of life you’ve reached and what you’re trying to achieve.

Creating and maintaining the right investment portfolio plays a vital role in securing your financial future. At Buckingham Gate Chartered Financial Planners, we provide the professional advice and ongoing service needed to help you achieve your financial goals and keep your investments on track.

Client Testimonials



Seminars

We regularly host free Seminars and Webinars on this topic. Please visit our Seminars page to register for one of our upcoming events.

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Our investment management work focuses
on the following key areas:

construction

Portfolio Construction

We construct robust, resilient portfolios for our clients that are designed to create the long-term returns that they need, while exposing their funds to the least risk possible.

monitoring

Portfolio Monitoring

For clients taking advantage of our on-going financial planning service, the construction of their portfolio is just the start. We then monitor their investment on a regular basis, report to them frequently, suggesting any changes or fund switches, and then rebalance portfolios where required to ensure their portfolio continues to meet its objectives.

Legitimate

Legitimate Tax Reduction

While investment returns are clearly an important determinant in the success of a financial plan, the level of tax paid can also have a significant impact on the final result. As such, we give tax planning our full attention.

At the outset we will consider the most tax efficient way to structure a client’s affairs and then we work with them on an ongoing basis to ensure that tax is kept to a minimum each year. All of our tax planning work with clients is firmly within the scope of HMRC rules. We believe that the best way to minimise tax is to make the best use of commonly available reliefs and exemptions.

Please note that investments can fall as well as rise and any income generated by an investment can fluctuate over time.

The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.

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