Portfolio Review Services
Our approach to investments
Making your money work harder is what we are here for and what
we do best.
We provide a non-discretionary investment management service
overseen by our experienced Investment Committee. Our first
priority is to establish your financial circumstances and
preferences. Determining your attitude to risk and what you want
your money to achieve will help us to shape your portfolio
effectively - it has to reflect your needs and aspirations.
If you have young children, for example, the ongoing need to pay
school fees may be an issue. Similarly, if you wish to be able to
retire from your business by a certain age, future planning to
achieve this will be important.
We can help you arrange your investments in line with your aims
to ensure you achieve your goals. Moreover, our ability to
appreciate the bigger picture can pay real dividends in terms of
long-term investment, tax and retirement planning.
Ultimately, our priority is to help you achieve the quality of
life that you want now and
in the future.
Independent and proactive
As an independent firm, 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
As well as undertaking the administration of your portfolio, we
monitor economic and
market conditions and give you regular reports and valuations. Our
Investment Committee - chaired by an independent third party -
meets monthly to review preferred collective investment funds, and
our asset-allocation strategies are reviewed twice yearly.
We manage portfolios on a non-discretionary basis, which means
we always consult you and obtain your agreement before any changes
are made to your investments.
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.
While we offer a no-cost introductory meeting we prefer to work
strategically with our clients over sustained periods of time,
agreeing a level of service which is tailor made to suit your
needs. Reviews are vital to ensure your plans remain on track,
therefore, we recommend meetings are held at regular intervals so
we can continually assess your investments and plan
To arrange a free initial consultation please call us on
0191 653 1025.