Please feel free to contact us if you would like to discuss any of the issues raised within the site.
Telephone: 07946 589640
Mail:
Woodlee
Martinsend Lane
Great Missenden
Buckinghamshire
HP16 9HR
Email:
Or by using the form below:
The role of Investment consultants can broadly be split into to areas - investment strategy and manager selection. In general manager selection naturally follows on from the strategy that is set by the trustees.
With detailed analysis of recommendations and subsequent monitoring of the strategy Trustees will a better chance of being sold unnecessarily complex and expensive investment solutions.