At Alan Taylor and Co we look to give sound investment advice for the benefit of our clients across a wide range of products and product providers. We would look to carry out a thorough review of a client's circumstances and aspirations to ensure that the recommendations we make are the most suitable to the client at that time and into the future.
We would also carry out an analysis exercise to identify the client's attitude to risk in order that we recommend the most suitable product and investment funds. Whether we recommend unit trusts/OEICs, ISAs, Investment Bonds or any other investment vehicle it must always be appreciated that these must be considered as medium to long term investments.
We would carry out thorough research into the products and particularly the investment funds recommended. In recommending a portfolio of funds we would consider the client's attitude to risk, the past performance and volatility of the fund whilst also having an eye on the very important area of asset allocation so that in all respects the recommendations made are suitable to the invidual client.
We also offer ongoing support by way of client valuations and portfolio reviews in order that at all times the recommendations made are consistent with our client's needs.
If you would like any more information on the wide range of investment products available to suit your needs, or perhaps to arrange a review of any existing investments you may have, then please contact us on 01256 862880 or via our online contact form.