Investment planning and management advice

In a world where economic woe, regulatory review and market flux are standard practice, seeking investment advice and building a robust investment portfolio has never been more important.

At Equilibrium, we understand how important it is to our clients to maintain their lifestyle whilst also being able to plan for the future, provide for their children and look forward to the things that make life special.

Our investment planning services

Once your tolerance for risk has been established and your chosen strategy put in place, you may wish to position your portfolio to shield against the short-term effects of market volatility, navigate the quantitative easing programmes that have poured money into world markets or simply beat inflation.

It’s widely accepted that when it comes to investing in stock markets, taking a longer-term view is more likely to deliver greater gains – but that’s a huge generalisation. The sensible approach is to apply a degree of balance to your plan, considering the goings-on in the UK and overseas, and work them into your decision making.

Long-term strategies

A long-term asset allocation strategy will take into account your attitude to risk and (perhaps more importantly) propensity for loss, shielding you from the worst during the bad times while rewarding you in the good times. Your adviser may help you arrive at a ‘target return’ based on your requirements, and guide you on how best to achieve that through strategic planning and long-term investments.

Against a moving backdrop, the most appropriate outcome is best achieved using a blend of investment vehicles. This might involve a combination of passive and active management in the core and satellite parts of your investment portfolio – for example, balancing your risk appetite but also the costs incurred on your investments.

On this foundation, a suitable portfolio can be built including different regional characteristics and using a range of investment management styles from a selection of different fund groups. Depending on factors such as suitability, cost and individual taste, Equilibrium will endeavour to create an investment solution that is stable and sustainable and best meets your personal objectives.

Get in touch

If you would like to learn more, simply fill in the contact form below and one of our friendly experts will be in touch.