INVESTMENTS
With hundreds of providers and products available for saving and investing and thousands of individual investment funds and accounts on offer both on the high street and the internet, understanding and making the right investment decisions can be a difficult one.
Whether opening a regular savings account or managing an extensive and substantial portfolio, Wallwork Ludlow is pleased to guide you through the myriad of decisions, asses your requirements, your risk profile and provide an assessment of your existing plans.
Where agreed, we then can provide "active" portfolio management - contacting you every three months to advise of positions of your investments, general trends and any particular need for change; six-monthly we would look to meet in person, to discuss your investments and any life changes which could impact your financial investments. Finally, as recent events have shown, our true value comes when unpredictable, massive events which shock the whole system occur; whilst we may not be able to prevent such occurrences, we can keep you immediately appraised of the effect on your investments and the options available to you.
We believe that in an ever-changing investment market regular review of your investments is essential to ensure that your plans are meeting your expectations which is why our advisers will contact you as often as you would like them to in order to provide valuations, investment performance analysis and ongoing advice through the life of your plans.
The value of investments and income from them may go up as well as down. You may not get back the amount originally invested.
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