Investment Advice Process
We have an initial discussion with a potential new client to build an understanding of their financial circumstances and objectives to establish whether our Investment Advice would be of benefit.
Investment recommendations respect clients’ personal preferences. Some clients want to invest in certain geographical areas or industry types. Other clients want to ensure their money is invested in Ethical Investments or Socially Responsible Investments.
When our Investment Advisers are commissioned to provide Investment Advice, we produce a personalised recommendation report. This includes assessment of objectives, attitude to risk, and tolerance for loss. Where appropriate existing Investments are reviewed to ensure ongoing suitability. Independent research is carried out to highlight the best plans, and tax wrappers to meet your objectives. A personalised Investment portfolio is created taking account of client specific requirements such as economic opinions and ethical considerations. Our Investment Advice is presented by an Investment Adviser to ensure a full understanding of why the recommendation is suitable.
Our Investment Advisers implement the recommendation by amending existing plans or creating new plans if required. Investment Advice typically includes: Product Application, Processing Documentation, Issuing Policy Documents, Switching Funds on Existing Plans and Trust Advice if appropriate.
Investment Advice Bournemouth UK
The Chatsworth Practice Ltd provides expert Investment Advice in Bournemouth, Poole, Southbourne, Christchurch, Ringwood, Verwood, Ashley Heath, Swanage and surrounding areas.
Call an Investment Adviser on 01202 233297.
The Chatsworth Practice Ltd adheres to and subscribes to the Financial Ombudsman Service. For full details of their service click here or contact us for further information.
The Chatsworth Practice Ltd is an appointed representative of Sanlam Partnerships Limited which is authorised and regulated by the Financial Conduct Authority under number 563682.
The Chatsworth Practice Ltd is registered in England and Wales registered number 05974782. Registered office 6th Floor, Dean Park House, Dean Park Crescent, Bournemouth, BH1 1HP
Some aspects of inheritance tax planning and trust planning are not regulated by the Financial Conduct Authority (FCA).
Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. The content is aimed at UK residents.