I have recently finished work on a set of new investment portfolios for our clients. This is arguably my most important task as a financial planner because this is where I recommend my clients invest their money. It is a large responsibility, and one that I take extremely seriously.<\/p>\n
This process has taken almost a whole month of solid work. I would approximate 130 hours in total. This is the amount of time required to conduct proper research, analysis and due diligence on the daunting amount of investment options available in the marketplace. What\u2019s more, this is a process we will undertake every 3 months to ensure we keep up to speed with the fast changing world of investments.<\/p>\n
Our process focuses on finding funds and investments that will meet our clients’ objectives, represent good value for money and that don\u2019t expose our clients\u2019 funds to excessive risk (however some risk is required in order to generate above average returns).<\/p>\n
We repeat this process once every 3 months to ensure that our investment portfolios remain suitable for our clients\u2019 needs. All in all then, this investment process takes up around 1\/3 of my working time and even then we rely on external research and analysis conducted by experts in various fields to assist us in our endeavours.<\/p>\n
While some people can and do \u201cself invest\u201d, I would suggest that they are unable to dedicate 1\/3rd<\/sup> of their working life to such tasks. While some people feel confident taking this approach, most would feel more comfortable knowing that they have left the selection of their investments to an experienced professional, who can dedicate 1\/3rd<\/sup> of their time to researching suitable investments and protecting their clients money.<\/p>\n If you would like to know more about our investment process or to find out how we could help manage your portfolio, please get in touch<\/a> to request your discovery meeting, provided at our expense.<\/p>\n","protected":false},"excerpt":{"rendered":" I have recently finished work on a set of new investment portfolios for our clients. This is arguably my most important task as a financial planner because this is where I recommend my clients invest their money. It is a large responsibility, and one that I take extremely seriously. This process has taken almost a… Read more »<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6,5],"tags":[],"class_list":["post-994","post","type-post","status-publish","format-standard","hentry","category-investments","category-news","wp-sticky"],"_links":{"self":[{"href":"https:\/\/www.buckinghamgate.co.uk\/blog\/wp-json\/wp\/v2\/posts\/994","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.buckinghamgate.co.uk\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.buckinghamgate.co.uk\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.buckinghamgate.co.uk\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.buckinghamgate.co.uk\/blog\/wp-json\/wp\/v2\/comments?post=994"}],"version-history":[{"count":0,"href":"https:\/\/www.buckinghamgate.co.uk\/blog\/wp-json\/wp\/v2\/posts\/994\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.buckinghamgate.co.uk\/blog\/wp-json\/wp\/v2\/media?parent=994"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.buckinghamgate.co.uk\/blog\/wp-json\/wp\/v2\/categories?post=994"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.buckinghamgate.co.uk\/blog\/wp-json\/wp\/v2\/tags?post=994"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}