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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.
I have been with Pete for over 7 years now and he has always been friendly but professional. He gives me the best advice for my situation and needs, giving me all my options without pushing me in a particular direction.