Investment Advice & Planning
The prime objective for most families is financial security and this can be achieved through the intelligent investment of your assets.
At CBK Wales, we invest for both our private clients and our professional clients (trustees and attorneys). We ensure we get to fully understand all of our client’s current financial situations, their objectives and ambitions and their current and future income needs.
Fundamental to our advice process is that we undertake a thorough assessment of a client’s circumstances, understand their future goals before developing a strategy that is individually designed specifically for them.
Often, over time, particular goals and ambitions can change and it is essential that the strategy is continuously reviewed and adapted to meet your revised needs.
Ideally, our target for all of our clients is above average investment returns as well as ensuring that our clients understand how their investment returns are achieved. It is essential that a client’s attitude to risk and reward and their capacity for loss on their investments are regularly reviewed to ensure that they remain aligned with your objectives.
CBK Wales advise private clients on the following financial solutions:
- Investment Fund Portfolios
- ISA Portfolios
- Investment Trust Portfolios
- Exchange Traded Funds
- Trust Funds
- Self-Invested Personal Pensions
- Pension Fund Drawdown Accounts
- On-Shore & Off-Shore Investment Bonds
- Tax Efficient Investment
- Open ended investment Company
- Wrap Accounts
The value of investments and income from them can go down. You may not get back the original amount invested.
Past performance is not a reliable indicator of future performance.
Why not contact us for a more detailed analysis of your investment requirements.