Have you accumulated a number of different investments and pensions, but there’s no clear strategy and you’re not really sure what they are doing for you? How will they help you live the life that you want?
Perhaps you have an Emerging Markets fund here, a US fund or some gold over there, perhaps an investment your employer chose for you twenty years ago?
You may have become an investment collector!
In this video I touch on the importance of having a clear investment strategy/philosophy that you really believe in.
What our clients say
Joe immediately put me at ease with his friendly and approachable manner. I trust Joe and his advice, and am confident that our retirement is in safe hands.
I look forward to my annual review meetings, but I also know that Joe is at the end of a phone (or an email) if I have any concerns in the meantime.
I would have no hesitation in recommending Joe to anyone.
Mrs S Quinlan