Peter Hancock
Financial Planning Ltd.
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Investments should meet a client’s needs in both the immediate future as well as the longer term.

We aim to simplify the investment process and allow our clients to focus on the things they do best. Where possible we will maximise the tax breaks available ensuring our clients keep more of their money by aiming to fully utilise their annual ISA and other tax efficient allowances.

We only select investment products and providers from the Sesame’s ‘Recommended Product List’ to ensure our clients receive the benefit of the detailed research they provide to help achieve the very best advice possible.

We offer a regular review option available where we will check that your investment portfolio continues to meet your needs and then take any necessary action or make any additional recommendations where applicable.

We believe that successful investment management is critical to your future financial well-being and can be achieved in a cost efficient manner by following a ‘Multi Manager’ or ‘Fund of Funds’ approach.

By this we mean that a spread of investments across the different available asset classes (i.e. Fixed Interest, Property, UK Equity etc) that is more likely to achieve positive results than by following one particular type of market or investment manager.

We have developed strong relationships with the leading ‘Multi Manager’ Investment companies and have negotiated attractive discounts for our own personal clients.

“At the core the key attraction of Multi Manager lies in being able to outsource investment decisions to a professional with the expertise and just as importantly the time to watch the markets. Asset allocation is widely considered the main driver of investment returns and using a ‘fund of ‘funds’ approach allows investors to pass this responsibility to an expert.”(Source - Legal & General Investments 09/05/2012)

Our experience of seeing clients over many years has shown that many investors have portfolios that are not in line with their real attitude to risk. To remedy this we will always undertake a detailed risk analysis with you to ensure that you have a thorough understanding of the products I am recommending as well as the ones you already hold.

If you would like to talk to us about any aspect of your savings or investments please click on an email link to contact us.

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