Investment Planning and Portfolio Construction

We recognise that when you are investing substantial sums of money, you need the confidence that your investments will be professionally managed. Creating tailor-made solutions, we combine first-class investment management with a personal service to enable private clients to fulfil their long-term financial objectives.

Having ascertained carefully a clients individual requirements - whether for capital growth, income, or a combination of the two and the appropriate risk profile - we will construct a personal investment portfolio comprising carefully selected investment funds from leading investment providers. Such investments are usually unit trusts or open ended investment companies and provide access to equities, commercial property, gilts and fixed interest and corporate bonds whilst reducing the risks associated with direct investment.

With changes in investment markets and general volatility it is important the portfolios are regularly reviewed to ensure that the risk profile is still appropriate. Over time the risk profile of a portfolio can become completely out of line with that which was set at outset, this makes review vital.

Pannone LLP is authorised and regulated by the Financial Services Authority.

Call 0870 164 2372 now for a consultation with a Pannone Financial Services Adviser.