Our Approach To Investment
Investments are about people. So unsurprisingly our first
priority is to establish your
financial circumstances and preferences, as the approach has to be
personal. Determining your attitude to risk and what you want your
money to achieve will help us to shape your portfolio to suit your
needs and lifestyle.
Ultimately, our priority is to help you achieve the quality of
life that you want now and
in the future.
Independent and proactive
As independent financial advisers, we have access to all
types of collective investment and financial plans to meet your
objectives - we are not tied to a certain set of products or
services. Following our in-depth research, we will compile a
suitable range of investments for you, based on the risk profile
and timescales you are comfortable with.
We believe proactive asset allocation is key to sound long-term
investment performance, so we undertake regular reviews of
our clients' investments through our Portfolio Management Service.
These reviews take into account any changes in circumstances or
priorities, and the fact that some asset classes will often produce
different investment results than others. If this is ever the case,
we may suggest re-balancing your portfolio in order to maintain the
original risk profile.
Our aim is to simplify the financial management process while
providing you with all of
the information you need to make key financial decisions from an
We appreciate that the acquisition and preservation of wealth
can sometimes seem
daunting. We also know money can be a sensitive subject for many
and so we strive to create a sense of security here at Blackett
Walker. We respect your money and the need to understand what it
means to you so wherever possible you'll work with the same people
in our team to create a bond of trust.
Value for money
We offer an initial no-cost introductory meeting and then visits
are undertaken at least once a year, but we'll see you as often as
you require and will agree a level of service that suits your
We work with individuals whose net worth ranges from relatively
small amounts up to several millions of pounds. We have a
minimum investment of £70k but no maximum limits.
All our clients benefit from our high quality of service
and our costs are competitive yet representative of our expertise
and the value we offer.
For a free initial consultation, call us on 0191 653