Investment Review Service in East Sussex
Have you accumulated a portfolio of savings, investments or Individual Savings Accounts (ISAs)?
Has it been a while since these have been reviewed?
Have you tried to manage the investments yourself and now don’t have the time to monitor them or are worried that you are doing things wrong?
Clifford Osborne offer an Investment Review Service from our offices in Eastbourne, East Sussex with clients coming from Lewes, Seaford, Bexhill, Hastings, Newhaven, Crowborough, Uckfield, Brighton, Hove and Tunbridge Wells. To arrange a free initial discussion at your home, workplace or our offices contact us today.
The Most Important Considerations When Constructing an Investment Portfolio
- Are your investments being held in the correct tax wrappers?
- Are there any tax wrappers or allowances you are not using but should consider?
- Are your investments held by the right individual for example should my spouse hold them for tax saving and tax efficiently?
- Is my investment portfolio tailored to the level of risk that I am willing to take at this time and can this adapt to meet my current and future needs?
- Is my portfolio being regularly rebalanced to ensure that the agreed level or risk does not exceed the amount I am willing to take?
- Have I diversified my investment portfolio across a number of different investments? This does not mean spreading investments over different product providers which is the misconception by most private investors, but spreading the investments over different asset classes market sectors and geographical area.
- Have I considered sheltering my investments from inheritance tax?
- Are my investments being regularly reviewed and changed to keep pace with any changes in legislation, the economy or the performance in the underlying investments?
Book your Investment Review
A good investment strategy can quickly fall apart if it is not regularly reviewed to keep it on track. Our investment review service will help you understand the answers to some of the above questions.
Clifford Osborne Limited is a trusted firm of independent financial advisors offering Investment Reviews (IFA) in Eastbourne, East Sussex. Contact us for an initial free investment expert meeting.
We serve clients throughout East Sussex, including Uckfield, Lewes, Crowborough, Hastings, Seaford and Newhaven.
Your Advice Steps
01 ➔
Contact Us
Call us on 01323 403 444 or contact us to set up a free initial meeting with one of our financial advisers or mortgage and equity release advisers. We’re happy to meet in person, on the phone or online. Just let us know what you prefer.
02 ➔
Get to know you
This will be a chat to find out a bit more about you, what your financial position and goals are and how we can help. This will be entirely confidential, and you are under no obligation to use our services. We will then give you a plan of what we can do to help.
03 ➔
Sharing your plan
Our advisers will talk through our recommended plan with you giving options to best meet your needs. We will take into account your current financial situation, your goals, appetite to investment risk and timeframes. You will have a chance to ask us any questions and then decide whether you want to go ahead.
04 ➔
Regular reviews
Your financial position will change throughout your lifetime. We are here to help you with regular reviews to make sure your financial plan meets your financial goals and current financial situation. We’ll agree with you when and how we meet on a regular basis to make sure your management plan is right for you.
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We are not tied to any financial institution and therefore offer you truly independent advice
A free initial, no obligation, review meeting can take place at our offices in Eastbourne East Sussex, at your workplace or in the comfort of your home.
If you are considering taking advice from an independent financial advisor, we would love to talk to you. Call us or complete the enquiry form and we’ll contact you as soon as we can.
We are happy to serve clients with any level of wealth.
Call 01323 403 444 or use our secure form via the button below.