Investment Portfolio Management

Before selecting products or funds, an investor should have a clear investment strategy based on realistic financial planning objectives and personal preferences.

PFM's Wealth Management Advisors offer professional and experienced advice to guide investors to achieve a balanced strategy.

The key elements include:

• Investment Objectives and Risk Preferences - A detailed assessment of personal requirements and preferences to determine a suitable strategy.
• Asset Allocation - Long term investment strategy is achieved by a balanced mix of assets (i.e. cash, fixed interest, property and equities) based on advice from leading investment actuaries.
• Performance - Using sophisticated filtering systems we identify suitable funds which we believe will have excellent prospects.
• Tax Planning - We take account of allowances, reliefs and tax planning options to achieve an efficient portfolio.
• Products - We review a wide range of investment products including ISAs, bonds, unit trusts, pensions, National Savings, gilts, cash deposit accounts, Premium Bonds and property to achieve a balanced portfolio.
• Wealth Management Service - We offer this premier service to investors requiring regular valuations, fund management and rebalancing services. Full details are available on request.
• How to Invest - Whether you wish to invest a small regular monthly amount or a large capital sum we guide clients through the investment strategy process to achieve a balanced portfolio with the aim of meeting their long term needs.

Practice Financial Management Limited is authorised and regulated by the Financial Services Authority. For more details please refer to About PFM / Regulations.