Investments

Firstly taking a look at your existing investments, risk appetite and experience, I can show you the different types of investments that I can give you access to at institutional rates.  My recommendations would usually include the following asset classes:

• ETFs
• Mutual Funds
• Fixed Interest
• Equities
• Structured Notes
• Cryptocurrency

I review my client's portfolios regularly and recommend changes when necessary to ensure that they are well looked after.  My model portfolio service is split into 5 risk categories which can be tailored to your liking:

• Defensive
• Cautious
• Balanced
• Moderate Growth
• Aggressive