We share a singular vision for success, not only as individuals and as a company but critically, for you our client. We operate on trust and honesty. Our financial advisors are amongst the best in the industry. We have a size and strength that can bring all of this to bear on your investment portfolio.
How we create your investment portfolio is what sets us apart.
We’ll focus on your individual medium to long-term needs. We’ll create a portfolio that works best for you, takes advantage of the opportunities, mitigates risk and creates security for your future. We’ll combine other areas of financial planning when required and we’ll offer you the full weight of administrative and technical support that only an industry leader can provide.
And as time goes on, we’ll regularly review your investment portfolio taking into account changes to tax and financial legislation to ensure your portfolio remains on target for the monetary return we have planned for you.
Our advice will include any of the following based on your individual needs:
• Individual Savings Accounts
• Discretionary Managed Portfolio’s
• Unit Trusts or OEICs
• Investment Bonds Onshore and Offshore
• Enterprise Investment Schemes
• Venture Capital Trusts
• AIM Portfolios
To find out more about investments, contact deVere United Kingdom today and speak with one of our experts.
The value of investments may go down as well as up and you may not get back as much as you originally invested.