Our approach to investment planning is that it should be ‘goals’ driven.
Everyone has financial goals; maybe to accumulate more capital growth or income, distribute wealth to family members or purchase property.
By gaining a clear understanding of what you want to achieve and when, we can work with you to help bring your investment goals to fruition. Warren & Co research the most appropriate arrangements for your individual circumstance and with our access to major financial institutions we seek to match your requirements with a provider and an investment solution that can offer a package that will assist in achieving your goals.
Benefits of investment planning
- Your investments are managed by large investment houses
- You get a tax-efficient portfolio of investments designed with you in mind
- You will be contacted for regular reviews of your investment portfolio
- Proactive management of underlying investments
Please remember that the value of your investment can go down as well as up and you may not get back the full amount invested.
What is Active Investment Management?
Benefits of Active Investment Management:
- Diversification could protect against inflation
- Your capital is managed by large investment houses
- You are contacted on a regular basis for a review
Please remember that the value of your investment can go down as well as up and you may not get back the full amount invested.
Service details
Warren & Co along with your consultant, will provide the following services:
- Regular face to face meetings with your consultant
- Email updates
- Access to a UK-based helpdesk
- Full financial reviews, including tax planning
- You have access to view your accounts online to view overall portfolio performance and download full reports on your portfolio.
Things to think about
What are your feelings towards risk?
e.g. would you prefer low returns with minimal risk, or are you comfortable with short term volatility in return for potentially higher gains and are prepared to hold your investment for the long term.
What do you want from your money?
e.g. the potential to grow in value or provide you with an income.
Please remember the value from your investment, or income from it, may fall as well as rise and you may not get back the original amount invested.
