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01296 620950 mail@haseosborne.co.uk

Wealth Management

In the current climate of low interest rates and volatile investment markets it has never been more important to ensure that your investments are:

  • globally diversified to reduce risk and capitalise on overseas growth
  • spread across assets with which you feel comfortable
  • managed as tax-efficiently as possible
  • reviewed regularly

Our in-house process can be applied to new or existing portfolios and is summarised as follows:

  1. Discovery Meeting
  2. Tax Wrapper Selection
  3. Risk Assessment
  4. Risk Discussion
  5. Asset Allocation
  6. Fund Selection
  7. Review & Rebalance

'Our Investment Process' guide and 'Guide to our risk profiles' are available to download below.

Whatever you are looking to achieve we would be happy to listen and recommend a fresh approach. An initial consultation is available at our expense and without obligation.