Investment Advice

Personalised Advice

The main objective of my investment advice, is to seek the greatest possible return for your investments, without taking an undue level of risk.

I will also aim to manage the tax-efficiency of your investments, and this is the foundation upon which my recommendations will be based.

It is of utmost importance that the composition of your investments is in-line with your personal attitude to investment risk.

Beginning with a psychometric risk profiling questionnaire, the outcome of this questionnaire is used as a starting point to discuss the nature of the trade-off between investment risk and investment return.

It is important that you fully understand, and are aware of, the different types of risk involved in any investments, so that we can mutually agree on a level of risk which is appropriate for you.

The value of your investments will regularly move up and down, and it is my view that when the above process is comprehensively carried out, my clients are at their most comfortable investing over the long-term.

My investment advice is supported by an established process, which makes use of industry-leading technology, and results in a bespoke investment strategy, tailored your personal circumstances. This takes account of factors such as:

Your Attitude to Investment Risk
Your Ethical Views
Your Objectives, Needs and Priorities
Your Investment Time-frame
Your Capacity for Loss
Your Personal Financial Circumstances

Where appropriate, your investments may also benefit from regular reviews. This ongoing review service can help to ensure your investment strategy remains suitable for you, throughout all stages of your life.

Please contact me for more information about this service.

My Approach

Step 1 - Establish Relationship

Inform you about the planning process, the services I can offer,and my competencies and experience. We will determine whether the services I offer could meet your needs and agree on the services to be provided.

Step 2 - Collect Information

We will identify your personal and financial objectives, along with your needs and priorities which are relevant to my engagement with you, before making recommendations. This involves collecting hard (quantitative) and soft (qualitative) facts about you and your circumstances.

Step 3 - Analyse and Assess your Financial Status

I will analyse your information and develop a thorough understanding of your circumstances. I can then assess the strengths and weaknesses of your current financial situation, and compare them to your objectives, needs and priorities.

Step 4 - Develop and Present Financial Recommendations

I'll then consider strategies relevant to your situation, and develop a recommendation that could meet your objectives, needs and priorities. I'll then present this plan to you along with my rationale for the recommendations, so that you can make an informed decision.

Step 5 - Investment Proposition

I'll construct a portfolio based on Abacus Financial Options' in-house research and expertise. This will take into account key factors, such as your attitude to risk and capacity for loss. This will be diversified across asset classes and investment managers. as appropriate.

Step 6 - Implement Financial Planning Recommendations

We will agree on the implementation, and I will also have identified appropriate products and services to work alongside the recommended plan.

Step 7 - Regularly Review your Financial Plans

We also agree on terms for reviewing your plans and re-evaluating your personal circumstances, objectives and priorities. We will review your progress towards achieving your objectives, review the suitability of my recommendations, and revise them if necessary.

To Request a No-Cost Initial Consultation...

Click Here

07707 900607

dan@abacusfinancialoptions.co.uk

Abacus Financial Options,

Arena Business Centre,

9 Nimrod Way,

Ferndown, Dorset

BH21 7UH