The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Many of our clients share the key objective of building the value of their capital, but their approaches to savings and investments vary considerably. At Beaulieu Wealth Management, you will have access to our detailed Attitude To Risk profile. Your responses to some simple questions will allow us to establish your attitude to risk verses reward, and we can then use this to create an investment strategy that matches your outlook. For example, an "Adventurous" client may be happy to take greater risks with their money in the hope of receiving greater returns. If you are a more "Cautious" client, you may well be happy with lower returns and a greater degree of security. It may be you want to be able to have a mixture of the two, and, by matching your investments to your attitude to risk, you can be sure that the products chosen are right for you.
We will review your investment strategy and portfolio on an ongoing basis, making adjustments and rebalancing as your circumstances change. By offering you the experience, quality and flexibility of the Beaulieu Wealth Management team, you can look forward with confidence to building a long-term investment strategy.
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. 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.
Furthermore, if an occasion ever arises where we are unable to meet any specific need you might have via our chosen providers, we are able to search the broader market for an appropriate solution.