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Investment Management

Successful investment involves diversification, balance and a realistic assessment of the returns you might achieve. David Williams IFA has the expertise and experience to guide clients in all three areas.

Initially we assess your requirements. Do you need easy access to all of your funds or can you invest part of your capital on a medium to long term basis in order to achieve a potentially higher rate of return? We discuss your attitude to risk to ensure that you will be comfortable and confident with the investment options we recommend.

Our independence means we are not blinkered or constrained in the investment choices we make with clients; it allows us to source the best options from across the whole market.

We typically use a wide range of assets to bring balance to most portfolios, including with-profits funds and structured investments alongside conventional equity, bond and property funds. This proven strategy can help safeguard your money in volatile markets, while allowing good growth when calmer times return.

We structure clients’ investments to maximise tax and administrative efficiency. Our reputation and the significant value of client funds under management mean we can negotiate exclusive terms with industry-leading investment platforms, reducing administration charges for you.

Our investment service is a lifelong commitment to you, backed up with regular reviews. As you grow older, objectives typically shift from seeking capital growth to securing extra income. We will help you manage this transition, ensuring your investments continue to meet your evolving needs. And we can identify any surplus income and assets that can be used to help future generations in a tax-efficient way.

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