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Building the right investment portfolio for you

One of the Jacobs Financial Wealth Management Service independent financial advisers will help construct a client’s bespoke investment portfolio, after having decided upon the appropriate tax wrappers based on the individual circumstances of the client. From the outset, the adviser will dedicate himself to each client’s portfolio, ensuring that expert advice is received in order to meet their investment objectives.

 

The Jacobs Financial Wealth Management Service adviser will ensure that the portfolio suits a client’s attitude to investment risk, then monitor and review investments regularly to make sure that they are on track to meet objectives.

 

Regardless of each client’s investment objective or the tax wrappers(s) involved, the adviser will apply the following process aimed at achieving investment success:

Additionally, we will keep each client fully appraised of situations relating to their investment portfolio such as: Fund Manager changes, dividend payments etc.

If you would like to know more about the services we offer, please contact us at:

enquiries@jacobsfinancial.co.uk

Agree timescales and objectives

 

Agree risk profile and set benchmarks

 

Spread investments over asset classes

 

Select appropriate Funds and Managers through vigorous research and analysis

 

Review the investment portfolio on a regular basis

 

Ensure the portfolio is tax-efficient