Investment Management

With so many different types of savings and investment opportunities out there, you’ve probably come to us because you need guidance on deciding where to put your money.  The starting point is a ‘joined-up’ financial plan.

At SGWM, we don’t look at isolated aspects of your finances; we consider them as a whole.  We will ask you plenty of questions so that we understand your unique circumstances, life goals and plans, whilst taking into account your current and future income and assets.  Generally, we’ll recommend you don’t place ‘all your eggs in one basket’ by ensuring we invest your money wisely in an appropriate mix of different types of investment, so that there’s less chance of them all losing value at the same point in time.

One of the advantages of our service is that we are able to recommend and manage your financial plans and the underlying investment holdings through our in-house teams. This way we can control exactly what is happening, rather than outsource and lose control to a third party.

We’ll help you to understand what investment return you can realistically expect and explain the range of investment management options available to you.  You will also benefit from ongoing proactive management into the future.

Once your plans are in place, we’ll review them regularly to ensure they are still delivering your desired outcomes – whilst you relax and enjoy peace of mind in the knowledge that that your financial future is secure.

 

Past performance is not a guide to future returns. The value of investments can fall as well as rise. Investors may get back less than invested.