Policy Portfolio Management
Our view is that in most cases the Adviser’s expertise lies in creating and running your financial plan but that the investment expertise should be outsourced. You therefore have the benefit of both a qualified, experienced financial adviser to monitor and review the plan together with suitably qualified investment managers to run and review the investment.
Your IN Partnership Adviser will review the construction and performance of your current investment portfolio; taking account of your attitude to risk and your current and future needs including potential income. Understanding risk and what risk means to you as a client is central to the delivery of appropriate advice and good customer outcomes.
In order to spread your exposure and reduce risk we can provide access to a diversified range of investments and asset classes at a competitive cost.
THE VALUE OF YOUR INVESTMENTS CAN GO DOWN AS WELL AS UP. PAST PERFORMANCE IS NOT A GUIDE TO THE FUTURE