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Calculating and understanding the downside potential of the investment an individual holds is a key responsibility of the financial adviser.
The volatility of a ‘balanced’ fund a few years ago may well look completely different today, effectively leaving an investor with a different portfolio to the one originally selected. A possible solution here is to use a mix of asset specific funds that are regularly reviewed and rebalanced allows tighter controls of ongoing risk.
We offer a comprehensive analysis and assessment service of existing portfolios, reporting on the historic, current, and prospective risk associated with the assets /funds held within it. We can advise and recommend if any changes are required to create outcomes that are in line with expectations and objectives.
Pete has been visiting me (and my husband when he was alive) for something like 10 years now. I have always been glad of his advice and am confident it is correct for me and suits my situation.