Blackett Walker
Did you know? We have a sister company that specialises in accounting for medics. Visit BW Medical Accountants

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.

Supportive

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 informed viewpoint.

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 specific needs.

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 1025