Savings and Investment

Through careful discussion with you we’ll build an investment plan designed specifically for you.

If you’re a seasoned investor we’ll ensure that your investment personality is accounted for in the design. Perhaps you have a passion for certain investment sectors or strong views about the process. We'll explain the Armstrong Wealth investment philosophy too.

Maybe investments are simply a means to an end and you’d rather we just get on with it – we’ll take care to understand your needs, explain what you need to know and take it from there, ready to talk in more detail if and when you’d like.

Even tailored plans need solid foundations. We’ll use established methods to build your investment portfolio and because we’re independent you can be assured that it really is a portfolio designed for you.

However simple or elaborate your portfolio, you’ll have online access to daily valuations and meaningful reports at our investment reviews.

        Managing your investments

Whether you prefer to discuss and approve investment changes or give discretion to a carefully selected investment manager; the ongoing management of an investment portfolio will be organised to suit you.

For ongoing clients we will regularly review how your investments are doing in absolute terms and compared with expectations.

We'll also check that you still need what you have and recommend any changes deemed necessary.

Ongoing clients have access to online valuations which will be complemented by in depth reports at review meetings.


Higher risk investing

There are tax incentives to encourage investment in smaller UK companies. Where appropriate we will discuss these with you and consider if and how higher risk investments may be suitable for some of your investment strategy.
Armstrong Wealth gives you access to all your accounts in one place..

Keeping you up to date, your Personal Finance Portal gives daily updates for the assets we manage and can be set up to include banking, credit card and mortgage information too. Watch the video to learn more.

 
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