Investing wisely is one of the most rewarding and beneficial ways to manage your assets. At Lumley Baxter, one of our qualified expert advisers will help you create and manage a personal portfolio of investments. Taking your own individual circumstances and specific financial aims into account, they will suggest a mix of options which maximise potential profit whilst at the same time minimising risk.
Our experienced and dedicated staff are knowledgeable across the broad range of investment options available. These include property, bank and building society savings accounts, national saving schemes, shares, investment trusts, corporate bonds and gilts via collective investments. They understand the importance of developing a bespoke, tailored portfolio to make your money work hard and they will use the latest planning and analytical tools to help you achieve this.
After an initial investment, it is important that the investments you have made are regularly reviewed, monitored and benchmarked. This is to check they are still not only the most appropriate options available to you but also that they are suitable in current market conditions. We also understand that your personal circumstances may change and will work to ensure that the portfolio you have reflects any changes as well as your attitude to risk. Our advisers are, therefore, always available to discuss your investments and to check their suitability in terms of your financial objectives and current situation.
(*The value of investments can go down in value as well as up, so you could get back less than you invest.)