The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Davidson Associates (Financial Services) provide 'financial advice', after I have assessed your needs I will advise and make recommendations for you, but will only offer advice from a panel of leading investment and insurance companies.
The financial world can be extremely complex, analysing and monitoring the enormous diversity of products, funds, wrappers and platforms is time consuming and costly - cost that ultimately finds its way to you, the end consumer.
Having worked with a wide range of clients in all areas of financial planning it became clear to our firm that using a tailored range of handpicked solutions could help with this.
Together with some of the most modern and efficient products available, this has proven to be the best way to cater for many of our clients’ financial needs. So, by restricting our advice service to a carefully chosen range of products and providers, we are able to remove that complexity and therefore keep costs low, and focus on providing great service.
We believe this approach offers our clients the best of both worlds: a first-class range of providers and products designed to meet the vast majority of their needs at a reduced cost, with the capability to look wider should the need arise. The analysis is carried out centrally at Quilter Financial Planning to ensure the offer is of the highest quality, and that it remains up to date and appropriate to meet your needs now and in the future.
- Investment Bonds
- Investment Trusts
As Investments may fall and rise it is important to have regular Investment Portfolio reviews to ensure the portfolio is working effectively to try and maximise your future return, please note the value of your Investment is not guaranteed.
Most of my clients like to meet up at least once a year to ensure they do not miss out on valuable allowances or are unnecessarily impacted by any of the UK Government Budget announcements.
They also value the peace of mind that their Investments are being reviewed on a regular basis, in keeping their financial objectives.
As a client of Davidson Associates (Financial Services) you can have online access to your real-time valuations which can be accessed online at anytime all year round! with your own secure login and password.
We offer a excellent ongoing service which is optional however most clients feel this is beneficial by having a diploma qualified financial adviser looking after your investments all year round, depending on each individuals circumstances you may have face to face annual reviews of your Investment/Pension portfolio where we prepare reports to showhow your Investment is performing.
We also analyse your portfolio to assure it matches your attitude to risk and offer our advice on any changes we feel may be necessary to try an enhance your portfolio performance.