I’ve worked in many parts of the UK and advised in a number of specialist business areas along that journey. As a result, offshore investments, inheritance tax planning and business protection advice, are all areas where my knowledge and experience have helped clients the most.
Everybody has a different story, and my role is to understand what people are trying to achieve, and then overlay a realistic plan to help achieve those goals.
When investing, my advice would be don't chase performance, invest for the long term, keep a wide eye on charges and accept markets will go up and go down!
By correctly understanding your appetite for risk, we can make certain that the goals you set are realistic and the investment strategies recommended are the most suitable.
We ascertain your risk profile through a number of methods and display these in a way that is easily understood. PSIAM LLP also interrogates the risk profile of your legacy products, to ensure that they are correctly invested and, if not, look at where they would better suit your individual needs.
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