• Optimisation of a client’s investments and savings, undertaken in the most tax-efficient manner
• We can make use of index-based assets, exchange traded funds and alternative investments, to reduce volatility and to keep portfolio costs to a minimum.
• We can undertake a mix of low-cost funds with exposure to actively managed assets in particular sectors
The value of investments and the income they produce can fall as well as rise.
You may get back less than you invested.